TICK Followups

How do the TICK follow-ups work?
Written by Jeeve Solutions
Updated 1 year ago

TICK Followups

Morning Huddle

Your TICK followups are populated in your Morning Huddle daily. This is used to capture any patients who have been assigned the "TICK" treatment code in your PMS.

A followup is automatically created 7 days later for a patient who has been assigned the TICK code. The number of days can be customised in your Jeeve settings (see How to setup your followups in Jeeve.)

In addition to the default "TICK" code which is customisable, you can also use the codes TICK7, TICK14, TICK28 to create followups 7, 14 or 28 days later.

A few icons are displayed beside each TICK followup in the Notes column. These allow you to add notes to the followup, and also show any outstanding treatment plan items for this patient.

Your Front Desk staff should select the "Status" of each call before toggling the followup to "complete". 

Note: to cater for busy days, holidays and closed days, this list also includes any incomplete items from the previous 2 days.

Monthly Followups

A full list of all historic followups is retained in the "Followups" section of Jeeve, accessible from the main menu.

This section gives monthly breakdowns on all followups. Clicking on the left/right arrows next to the month will change the date range.

Completed followups can be viewed by selecting the "Show Complete" button at the top of the table.

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