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Operations

Follow-up, Daily Summary, and Reports

Track pending follow-ups and review daily clinic numbers.

1. Follow-up Management

Step 1

Action: Open follow-up list and filter today pending calls/visits.

  • Where to go: Open related clinic module.
  • What to verify: Check patient, doctor, date and status fields.
  • After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 1

Step 2

Action: Update follow-up status after each patient contact.

  • Where to go: Open related clinic module.
  • What to verify: Check patient, doctor, date and status fields.
  • After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 2

Step 3

Action: Reschedule follow-up date when required.

  • Where to go: Open related clinic module.
  • What to verify: Check patient, doctor, date and status fields.
  • After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 3

More Screenshot Placeholders

[Screenshot Placeholder] Follow-up list with status tags.

2. Daily Report Check

Step 1

Action: Review total registrations, visits, and revenue for the day.

  • Where to go: Open related clinic module.
  • What to verify: Check patient, doctor, date and status fields.
  • After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 1

Step 2

Action: Export report and share with owner if needed.

  • Where to go: Open related clinic module.
  • What to verify: Check patient, doctor, date and status fields.
  • After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 2

Step 3

Action: Close day only after pending visits are reviewed.

  • Where to go: Open related clinic module.
  • What to verify: Check patient, doctor, date and status fields.
  • After save: Confirm record appears in list/report.
[Screenshot Placeholder] Step 3

More Screenshot Placeholders

[Screenshot Placeholder] Daily report summary screen.