check the "Start" β box to add patients to the Weekly Patient report for tracking patients who are expected to come in for regular visits
check the "Follow Up" β box to add patients to the Follow Up report (new patients who did not start on care, outside referrals, records requests, etc...)
check the "Monthly" β box to tag monthly patients for easy tracking and statistics
check the "Not Qualified" β box to tag patients that you wish to exclude from patient communications and marketing campaigns.