Manage Pending Patient Tasks From the Dashboard
6 steps
1
The Pending Patient Tasks section shows all patients who still have required steps to complete, such as their **Health Declaration** or **Silhouette**.
2
Click on a patient in the list to open their details.
3
In the patient view, you can see all tasks they still need to complete and you can follow up with them accordingly.
4
You can check existing notes or add new appointment notes to document your follow-up attempts or next steps.
5
Once done, mark it as Reviewed
6
Continue through the list, following up with each patient and marking them as reviewed as you go.
Manage Pending Patient Tasks From the Dashboard
6 steps
1
The Pending Patient Tasks section shows all patients who still have required steps to complete, such as their **Health Declaration** or **Silhouette**.
2
Click on a patient in the list to open their details.
3
In the patient view, you can see all tasks they still need to complete and you can follow up with them accordingly.
4
You can check existing notes or add new appointment notes to document your follow-up attempts or next steps.
5
Once done, mark it as Reviewed
6
Continue through the list, following up with each patient and marking them as reviewed as you go.
