Follow Ups

Queue Follow Up

Place a patient in the follow-up queue when the exact appointment should be scheduled later.

When to use this

Use the queue mode when the patient definitely needs another visit, but the clinic cannot book the exact slot yet.

Typical examples:

  • the patient should come back much later, such as in a year;
  • the doctor, room, or branch availability is not opened that far ahead yet;
  • the doctor wants reception to schedule the patient later;
  • the clinic needs to record that the patient must be seen again even if the exact appointment is still unknown.

How the queue mode works

In Follow Up, the team can define the expected timing, provider, and duration even before a slot is chosen.

If no slot is confirmed, Dentaltap keeps the next step as a queued recall rather than a booked appointment.

The follow-up remains visible, and reception or the scheduling team can turn it into an appointment when availability is known.

Create a queued follow up

  1. Open Follow Up in the patient record.
  2. Choose the expected recall interval or follow-up date.
  3. Choose the doctor and expected duration.
  4. Save the follow-up without confirming a specific slot.

The follow-up stays In Queue until someone schedules it.

Schedule it later

When availability becomes known, use Schedule from the queued follow-up card to move the recall into the calendar and book the real appointment.

This is useful when the clinic wants to separate the medical decision from the final scheduling step.

Why clinics use this flow

This workflow is helpful when the doctor wants to communicate clearly with reception:

  • this patient needs to be seen again;
  • the next visit should not be forgotten;
  • scheduling can happen later when the calendar is ready.

In practice, it lets the doctor indicate the follow-up need directly in the patient record instead of relying on memory, sticky notes, or separate messages.