Running a report by "Follow-up Date"

  1. To run a report listing patients and their "Follow-up Date" (if populated - Patient Chart > Important tab)



       2. Navigate to Patients > Patient List > More Filters

       3. Select the checkbox > Patients with follow-up appointment dates set > Search



     4. Once the information populates, click Export (CSV).



The report will be generated and can be found in your message center.