There are multiple ways to add patients to the Follow Up report.
Locate the patient using the Patient Search feature. Click the checkbox for “Follow Up” as appropriate.
From any report, assign the "follow up" tag to the patient and they will be added to the Follow Up report.
Rows that are blue are non-patients (not in the EHR/EMR database) that have been added to the Follow Up report manually using the "+ Add New Lead" button at the top of the page. These items will have an Edit and Delete option.
Rows that are white are patients (in EHR/EMR database) that have been added to the report with the "follow up" tag. These items will have the show/hide "X" option.
Keep in mind that the "follow up" tag is patient specific (grey) not case type specific (blue). This means that if a patient has more than one case type in the EHR, then the "follow up" tag will be applied to all of the patient's cases and there will be multiple rows for one patient on the Follow Up report where each row is for a different case.
The "follow up" tag is a TrackStat system tag or default tag that is built in and cannot be edited. You can however create your own tags on the various TrackStat reports.

