Set a follow-up date on a prescription
- Admin and clinic owner
- Doctor
Short answer
In Clinizy Care, open a prescription and find Follow-up Date under Labs & Advice. Pick a date that is today or later, then save the draft or finalize. The date shows on the prescription list, and doctors and reception see due and overdue follow-ups on their dashboards.
Before you start
- Decide the follow-up date you want.
- Remember that the date must be today or later. The picker does not allow past dates.
Steps
Open Prescriptions and start or open the patient’s prescription.
Scroll to Labs & Advice and find Follow-up Date.
Step 2 of 6 Pick the date from the calendar. Leave it empty if no follow-up is needed.
Tip:A template can fill the date for you. Set a Follow-up interval (days) in the template.
Press Save Draft, or Finalize when the prescription is ready.
Look at the prescription under Recent Prescriptions. Its follow-up date shows on the row.
Step 5 of 6 Tip:Once the date has passed, the row shows how many days the follow-up is overdue.
Open Filters if it is closed, then pick Overdue follow-ups to list the late ones.
If something goes wrong
Who sees the follow-up date?
Reception sees it in the Follow-up call list, and doctors see Follow-ups due on their dashboard. Both include late and upcoming follow-ups.
Can I change the date after finalizing?
A finalized prescription is locked. Press Issue a correction, change the date and say what is being corrected. A draft can be edited directly.
Can I pick a date in the past?
No. The date picker only allows today or a later date.
Related guides
Print or share a prescription
Open Prescriptions and find the finalized prescription under Recent Prescriptions. Press Print to print it, or WhatsApp to send it to the patient. The menu on the row also has Preview, Save PDF and Email. Drafts cannot be printed or sent.
3 minIncluded in Clinic and aboveUse prescription templates
Open Prescriptions and find the Template library. Press Use on a template to start a prescription with the medicines filled in, then choose the patient and check every dose. You can also copy a starter template or save your own prescription as a template.
4 minIncluded in Clinic and aboveWrite a prescription
Open Prescriptions and choose a patient from Active Visits, or press New Rx to search for anyone. Add the diagnosis and each medicine with its dose, frequency, duration and route. Save a draft while you work, then press Finalize to issue and lock the prescription.
6 minIncluded in Clinic and above
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Last updated 23 Oct 2026By the Clinizy Care product teamSee the feature page