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The Followup sub-menu of the Setup menu provides access to all of the setup functions that have to do with Followup. For the most part, these functions include setup criteria for the Followup Queue, but also include setup for Form Letters:
Function
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Global
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Description
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Queue Definitions
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N
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Queue Definitions are used to define what is put into the Followup Queue.
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Followup Actions
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N
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Followup Actions are performed on claims and accounts. A default timeframe is specified for the next action to take place.
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Followup Action Classes
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Y
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Action Classes categorize the Action Codes for reporting purposes on the Followup Report. (Contacts, Demographics, etc.)
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Followup Action Codes
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Y
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Action Codes categorize the Actions and specify if the system should perform some special function, such as calling the Followup Wizard or sending a Form Letter, when an Action is performed.
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Form Letters
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Y
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Definition of Form Letters
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