Adding a Follow-up Action

A follow-up is a file-related action taken after a file has been submitted. Examples of follow-ups include investigative notes, meetings with different parties, consultation with patient family. In RL6, you can document follow-ups in a file using any of the seven different follow-up types. They may only be added using the Add Follow-up button and will appear as content stored in the Follow-ups grid. All follow-up types have areas where circumstances, descriptions and attachments can be entered. You can create and assign tasks directly related to a follow-up entry. Some follow-up types have additional sections for Physician Comments and Root Cause Analysis details.

Follow-ups are usually added in the Management form (i.e. after a file is submitted) but they can also be added to a Submission form (i.e. before a file is submitted) if the system is configured to allow this function.

To add a follow-up:

  1. Open a file.
  2. Click the Add Follow-up button and click the type of follow up you would like to add. In this example, the Work Done on File follow-up is shown.
  3. Note: (For RL6:Risk and RL6:Feedback only) Money Spent and Items Purchased fields appear for first three follow-up types.
  4. Ensure the mandatory fields are completed.
  5. Complete the other fields, as appropriate:
    1. To complete the Details section, you may select a Form Letter from the drop-down list and click Populate.
    2. Use the Email link to send the follow up details and file attachments to an email recipient.
    3. Use the Print link to display the print dialog and print the form letter.
  6. Add an attachment, if desired (not shown) (Adding an Attachment to a Form).
  7. Add a task, if desired (not shown) (Adding Tasks to a Follow-up).
  8. Click Add. A new line appears in the Follow-ups grid and the entire file is saved automatically.
  9. Note: If you are adding a follow-up to an incomplete file, click OK. The follow-up entry is added and you can continue working on the file and save when you are ready.
  10. (This step only applies to RL6:Claims) If desired, used the View and Filter lists to reduce the number of follow-ups shown in the grid.
  11. Note: Check the box next to a follow-up to activate the Edit and Delete links below the grid. Click Edit to view the full details or Delete to remove it from the file.

RL6:Risk:

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RL6:Claims: