You can CTRL-drag or copy an appointment from the View Day area to the Follow Up list by selecting it and holding down the [Ctrl] key while dragging it with the mouse.

When you drag an appointment or copy it from the appointment book to the Follow Up list, as you drop it you are prompted to enter a follow up date and specify a follow up list:

This defaults to the current date, but can be changed by using the button or clicking in the date box and editing the date.

Once you have placed an entry in the Follow Up list, a note can be made to remind you why the patient is in the list.

1. Double-click on the entry in the Follow Up tab, or highlight the entry and click the Edit button.

This will open the Edit Appointment window.

2. Click in the ‘Notes About This Appointment’ area to make appropriate notes.

Drag an entry from the Follow Up list directly to the appointment book to make an appointment for the patient.

NOTE: If an appointment listed in the Clipboard becomes deleted, invalid or completed, when you attempt to drag it to the appointment book you will see a message 'The corresponding planned treatment on the patient's chart tab has either been completed or no longer exists. Do you still wish to book this appointment?' Click YES to still book the appointment and link it to the Chart tab. Click NO to not book the appointment.

This applies to Planned Treatment/Single Patient URL from EXACT v12.1 and later.

Once the online booking link has been sent from the Appointment Workflow departure task list, it is also made available from the Follow Up tab, for re-sending the link to the patient as a reminder.

To re-send the patient Online Booking Link after initial sending from the Appointment Workflow

1. Select the patient in the Follow Up tab and select the

Send Online Booking Link by SMS/Email button.

2. Select the SMS or Email option and click Send.

3. You can view the contact via the patient file Contacts tab.

The button bar at bottom right is duplicated in the right-click menu:

At the bottom left of the Follow Up tab, there is a field which displays the name of the current Follow Up list. In the example below it is a Follow Up list called Main.

You can change lists by using the button or by clicking the button to display available lists, and click the one required.

All Follow Up lists can be displayed, regardless of which appointment book is currently in the Appointment Book window.

Lists can be created for whatever specific purpose you have. When created, the name of a Follow Up list defaults to the name of the appointment book. In the View Follow Up Lists window, you can use the Edit button to edit the name of the currently highlighted list, and give it an appropriate name of your own.
Click the +1 button to create a new Follow Up list.

To delete a Follow Up list, highlight it then click the Delete (Trash) button.