Follow-up Management

Overview

Follow-up management in SehaFile ensures patients return for necessary check-ups. During any visit, doctors can set a follow_up_date and add follow_up_notes explaining what should be assessed at the next visit. The system aggregates all upcoming follow-ups into a dedicated view, making it easy to track who needs to be seen and when.

Setting a Follow-up During a Visit

1. Open the visit workspace — Navigate to the active or in-progress visit.
2. Locate the Follow-up section — Near the bottom of the visit form, find the Follow-up fields.
3. Set the follow-up date — Click the follow_up_date date picker and select the date you want the patient to return. Common intervals: 1 week, 2 weeks, 1 month, 3 months.
4. Add follow-up notes — In the follow_up_notes field, specify what should be done at the next visit (e.g., “Recheck blood pressure after medication adjustment”, “Review lab results”).
5. Save or complete the visit — The follow-up date is stored with the visit record.

Viewing Upcoming Follow-ups

1. From the dashboard — Click the Upcoming Follow-ups card which calls GET /visits/my/upcoming-followups.
2. Review the list — Follow-ups are displayed chronologically with:
   • Patient name and file number
   • Follow-up date
   • Original visit date and chief complaint
   • Follow-up notes
3. Take action — For patients due this week, coordinate with reception to schedule their appointment or send a reminder.

FAQ

Can I modify a follow-up date after completing the visit?

The follow-up date is part of the visit record. Modifying it on a completed visit requires admin access to unlock the visit for editing.

What happens if a patient misses their follow-up?

Patients who pass their follow-up date without a new visit may appear in the recall list. The system does not automatically reschedule them.

Can reception see my follow-up list?

Yes. Reception staff with appropriate permissions can view upcoming follow-ups to proactively schedule appointments and contact patients.