Follow-up Scheduling

1. < 3 mo f/u

1.1. Create phone note and send to admin folder requesting appointment scheduling

2. 3-6 mo f/u

2.1. Check Main Schedule or with staff to see if scheduling block is available for time needed

2.1.1. yes

2.1.1.1. Make phone note (PN) to admin to schedule f/u appt

2.1.2. no

2.1.2.1. Create flag (to self) to pop-up on the tentative date future schedule will be available

3. 1 year or as needed

3.1. Send flag with future pop-up date for when schedule will become available

3.1.1. If PGY 2, send flag to self on tentative future schedule release date

3.1.2. If PGY 3, send flag to PGY2 who will be seeing your patients the following year. Make sure to set flag popup date to when the future scheduling date will become available!