User Guide/🔁 Follow-ups

🔁 Follow-ups

The Follow-ups module ensures no patient falls through the cracks. Schedule a follow-up during or after a consultation, and track it until it's completed.

Accessible by: Admin, Doctor

How Follow-ups Work

A follow-up is created during a consultation, in the Follow-up section before you finalise.
It appears on the Dashboard in the Pending Follow-ups widget.
When the patient returns or the task is done, the follow-up is marked complete.

Creating a Follow-up During a Consultation

The easiest way to create a follow-up is directly from the consultation workspace before finalising:

In the consultation form, scroll to the Follow-up section.
Fill in:

Field	Notes
Due Date	When the patient should be seen or contacted
Reason	Brief description (e.g. "Review BP after 2 weeks")
Assign To	The team member responsible (optional)

The follow-up is saved automatically when you finalise the consultation.

Where Follow-ups Appear

There's no separate Follow-ups page — follow-ups surface where you're already working:

Dashboard — Pending Follow-ups widget: everything due today or overdue, with one-click complete. Overdue items are highlighted in amber.
Consultations queue: patients due for a follow-up appear alongside the day's appointments, so you can start their follow-up visit.
Patient Timeline: every follow-up appears in the patient's history.

Dashboard Widget

The Pending Follow-ups widget on the Dashboard shows follow-ups that are due today or overdue. You can mark a follow-up complete directly from the widget without navigating away — just click the tick icon on any row.

Overdue items are highlighted in amber so they stand out.

Marking a Follow-up Complete

From the Pending Follow-ups widget on the Dashboard, click the ✓ (tick) icon on the follow-up row. The item is marked complete with a timestamp and drops off the pending list.

When the patient comes back, starting their follow-up visit from the Consultations queue and finalising it also closes out the follow-up.

Follow-ups on the Patient Timeline

Follow-ups appear on the patient's Timeline tab, giving a full picture of the care journey alongside consultations, vitals, and invoices.

Tips

Set follow-ups for every patient with a chronic condition — it creates accountability for the care team.
Use the Assign To field so the right team member is notified.
Check the Dashboard widget at the start of every day to see what's due.
Overdue items are highlighted — address them before adding new ones.

ZidBit Clinic OS · v1.20.0 · Last updated June 2026

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Visits & Queue

Creating a Follow-up During a Consultation

The easiest way to create a follow-up is directly from the consultation workspace before finalising:

In the consultation form, scroll to the Follow-up section.

Fill in:

Field	Notes
Due Date	When the patient should be seen or contacted
Reason	Brief description (e.g. "Review BP after 2 weeks")
Assign To	The team member responsible (optional)

The follow-up is saved automatically when you finalise the consultation.

Where Follow-ups Appear

There's no separate Follow-ups page — follow-ups surface where you're already working:

Dashboard — Pending Follow-ups widget: everything due today or overdue, with one-click complete. Overdue items are highlighted in amber.

Consultations queue: patients due for a follow-up appear alongside the day's appointments, so you can start their follow-up visit.

Patient Timeline: every follow-up appears in the patient's history.

Marking a Follow-up Complete

From the Pending Follow-ups widget on the Dashboard, click the ✓ (tick) icon on the follow-up row. The item is marked complete with a timestamp and drops off the pending list.

When the patient comes back, starting their follow-up visit from the Consultations queue and finalising it also closes out the follow-up.

Tips

Set follow-ups for every patient with a chronic condition — it creates accountability for the care team.

Use the Assign To field so the right team member is notified.

Check the Dashboard widget at the start of every day to see what's due.

Overdue items are highlighted — address them before adding new ones.