Recommended Visits make it easy to track follow ups that should happen in the future, without needing to schedule a specific appointment right away.
Instead of creating a booked appointment on your calendar, a Recommended Visit acts as a reminder and internal note that a patient should return for a certain type of visit.
What Is a Recommended Visit?
Adding a Recommended Visit does not create a scheduled appointment.
It creates a recommendation entry that appears in the Appointments section of the patient’s timeline. This entry functions like a note or reminder for future scheduling, but it will not appear on your calendar or flowboard.
Recommended Visits are designed to help teams track recommended care without committing to specific appointment details, such as date and time.
When to Use a Recommended Visit
Recommended Visits are best used when your clinic wants to be proactive about patient care, without booking an appointment on the spot.
Once your clinic creates a Recommended Visit:
It will appear in the patient’s Appointments tab in the timeline as a recommendation
The system can send reminders to the client based on the reminder intervals set (leading up to the suggested appointment date).
Choosing the Suggested Appointment Date
The suggested appointment date is best used as the earliest date the client should book.
You can think of this as the starting point of the recommended booking range.
For example, if a patient should be seen “sometime in early spring,” the Suggested Appointment Date would represent the earliest appropriate date to schedule.
Common examples of when clinics use Recommended Visits
Recommended Visits are especially helpful for preventative or medication related follow ups, such as:
A patient on preventative medication who needs a 4DX test in the spring before receiving more medication
A doctor recommending bloodwork before a future medication refill
Any scenario where the clinic wants to prompt the client to schedule, even if the exact date and time is not decided yet
Where Recommended Visits Appear
A Recommended Visit will appear:
In the patient’s timeline under the Appointments tab
A Recommended Visit will not appear:
On your calendar
On your flowboard
Anywhere regular scheduled appointments display
If you need to create an appointment that is officially booked and scheduled, use Add Appointment instead.
How to Tag a Team Member on a Recommended Visit
Once a Recommended Visit has been created, you can notify a teammate and assign next steps using @mentions.
Step 1: Open the Appointments Tab
Navigate to the patient’s timeline
Select the Appointments tab
Locate the Recommended Visit entry
Step 2: Add an @Mention
Click the message bubble icon on the Recommended Visit
Type @ and select the team member you want to tag
Include a message explaining what they need to do
Example message:
“@Taylor, please call the customer to book this recommended visit.”
What Happens When You @Tag Someone
When you tag a teammate, they will receive a notification in the My Mentions section of the Notification Center.
This notification alerts them that there is a suggested follow-up task to complete.
The mention will include:
The patient’s name
The type of visit recommended
This helps the team member understand which patient record to locate and what visit needs to be scheduled.
Important Note About Notifications
Clicking on the notification will not take the team member directly to the patient’s health card.
To access the Recommended Visit, they will need to:
Use the search function to find the patient
Open the patient’s record
Navigate to the Appointments tab on the timeline to view the recommendation
Actions Available in the Three Dot Menu (⋯)
Each Recommended Visit includes a three-dot menu with additional actions your team can take.
Add Appointment
Selecting Add Appointment allows your team to schedule the visit right away.
This is especially useful when a team member is on the phone with a customer, since they can:
Let the customer know about the recommended visit
Book the appointment immediately while on the call
This works the same way as booking a regular appointment.
Mark Complete
From the three-dot menu, your team can also select 'Mark Complete'.
Clinics typically use this once the recommendation has been addressed, for example:
The client has booked the appointment
The follow-up is no longer needed
Marking the Recommended Visit as complete will:
Confirm the recommended visit has been handled
Remove it from the Appointments tab of the patient’s timeline
Edit Recommended Visit
If details need to be adjusted, select Edit Recommended Visit to update the recommendation.
This is helpful if you need to change:
The recommended visit type
Notes or internal instructions
Any recommendation details that were entered incorrectly
Customizing Recommended Visit Reminder Notifications
Your clinic can customize when Recommended Visit reminders are sent and what the reminders say by updating the notification settings.
To tailor the reminder timing and message contents:
Click your Profile icon
Select Administration
Click Client Notifications
Find Recommended Visit Reminder
Click Edit
Update the timing and message settings as needed, then save
This helps ensure Recommended Visit reminders align with your clinic’s workflow and communication style.
Quick Summary
Recommended Visits are best used when you want to:
Track a recommended visit without booking it immediately
Trigger reminders to the client leading up to the suggested date
Assign a teammate to schedule the visit later
Keep recommendations visible in the patient timeline until they’re completed