Follow-ups
Track what staff need to circle back on across insurance, claims, treatment plans, and patient questions.
4 min read
Follow-ups are the open loops a front office carries: a payer to call back, a treatment plan to confirm, a patient question to revisit. ChairNav keeps them in one queue with a clear owner and due date.
Creating a follow-up
- From a message, claim, insurance check, or appointment.
- Assign an owner, a due date, and a brief note.
- Optionally let AI suggest the next action.
AI suggestions
Suggested next actions are recommendations only. Staff approve or replace the suggestion before it becomes part of the follow-up plan.
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