Follow-Up Instructions

• Step 1

  Click on the Today’s Follow-Up section from the menu to open the report for today's follow-ups.

• Step 2

  The Today’s Follow-Up page will show all follow-ups scheduled for today.

• Step 3

  Review the follow-ups to ensure they are properly scheduled and no important tasks are missed.

• Step 4

  Update the follow-up status directly from this section to keep track of progress.