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Tags - How does marking new patients as 'Started", "New Patient Follow Up" or "Not Qualified" work?

Updated over 2 months ago

Marking patients as "Started" adds them to the Weekly Patients report so you can track if they are coming in as recommended.


Marking patients as "Follow Up" adds them to the Follow Up report so you do not lose track of patients you need to follow up with.


Marking patients as "Not Qualified" assigns them a tag so you can exclude them from any follow up or marketing campaigns or recall lists.


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