Use this method if certain tasks are not in the "Unscheduled Recall" or "Treatment" lists. This approach allows offices to create a general task for following up with new patients while including all the "Log Contact" entry options. Follow these steps:
Navigate to Revenue IQ
Begin by creating a search under the "Preappointments" section.
Adjust Search Filters
Update the filters to focus on new patients seen within your desired date range instead of non-preappointed patients.
Remove the following filters:
"Services Not Scheduled"
"Last Contacted"
Add the "First Visit" filter.
Set Date Ranges
Apply the same date range to both the "Services Completed" and "First Visit" filters.
This ensures the search generates a list of all new patients seen during the specified time frame.
Generate the New Patients List
The list will now display new patients seen during the selected date range.
Create Follow-Up Tasks
Create tasks from this list and customize their titles to indicate they are related to new patient follow-ups.
