Followup History

The Followup History tab presents Followup History activity. As you begin using the Followup Queue to work your accounts, the Followup History tab in the patient and account ledgers will be updated with the actions that are taking place with the Followup Queue. The date and time of the action are displayed, along with the user name and any comments they may have entered. The Action Data field will display the name of the Form Letter that was requested if the action is linked to an action code with a process type of Correspondence. It will display the amount promised is the action is linked to an action code with a process type of Promise. The default sort for the Followup History is by entered date with the oldest entered date first. If you would like to sort this differently, click on the column heading and the system will sort by the heading you select. For example if you want to view the Followup History by the next followup date, simply click on the column heading and it will sort in date order by the next followup date.

One of the important fields to note here is the next followup date. This will be of use if users are ever wondering why a particular account is not showing in the Followup Queue. If it has a future followup date, then it is not displayed until that date. Therefore, it is possible to have accounts listed on the Self Delinquency Report that are not currently being displayed in the Followup Queue.

Entered	Date the followup action occurred
Next Followup	Next followup date resulting from the followup action that was performed
User Name	Name of user performing the followup action
Action	Name of the action that was performed
Action Data	Name of the Form Letter that was requested if the action is linked to an action code with a process type of Correspondence. Amount promised if the action is linked to an action code with a process type of Promise.
Comment	Comment entered during followup activity. This will display as a comment box in the lower part of the screen with a scroll bar on the right hand side so the entire comment can be viewed if it is lengthy. Followup History comments are also displayed in the Ledger Memo view as read-only items.