FeaturesFollow-ups CoreAdmin

No patient leaves with treatment unbooked and unexplained.

Finish visit waits until reception has booked each planned visit or recorded why not. Lumina fills in the day to check back, and due follow-ups wait on Home until someone acts.

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End of visit Outcome Check-back day Follow-ups due Booked

01End of visit

Book it, or record why not.

End of visit shows reception the clinician's note, what was done today, what to pay and each visit still to book, with four outcomes when the patient will not book now.

1.1
Four plain outcomes
Patient will call, We will contact them, Declined for now or Waiting on clinician.
1.2
The day filled in
Check back in 5 days, or 3 months for Declined for now, and change it for any patient up to a year ahead.
1.3
On by default
Your practice can turn off the rule that every unbooked visit needs an outcome.

End of visit for Alex Example with the note for reception, the completed session, a payment due with Take payment, and a hygiene visit still to book with the four outcomes.

02Follow-ups due

Due follow-ups wait on Home.

Follow-ups due lists every follow-up due today or overdue, earliest first, with Patient record, Change and Clear on each row, and an overdue one stays until someone acts.

Clears itself when the session is booked anywhere in Lumina, completed, closed or deleted

Shows as "Patient will call · check back 18 Oct" wherever reception books

The gap filler holds back sessions marked Patient will call, Declined for now or Waiting on clinician until the check-back day

We will contact them stays open to the gap filler, so it can help you reach the patient

Ask Lumina Intelligence "Who do I need to chase today?" for the follow-ups due, then book from the same chat

03Your rules

Set the rules once per practice.

In Lumina Admin, choose the check-back days from 1 to 90, the months for declines from 1 to 12, and whether every unbooked session needs an outcome before a visit is finished.