Forms, Notes and Follow-ups
The Feedback panel: filling the stage's form, adding a note, scheduling a follow-up, and what a submission does
The Feedback panel beside the patient view is where a stage's work is recorded. It holds the form the administrator attached to the stage, a note field and a follow-up time. What you submit decides whether the patient moves, waits for a scheduled time, or stays.
The Panel
Element | Meaning |
|---|---|
The form | The stage's attached form: a single-page form answered in one go, or a nested form that asks its questions one after another |
Add Note | A free-text note saved to the patient's Notes on the Overview |
Add Follow Up Time | A date and time the patient asked for; it creates a dated task |
Submit | Saves the note, then the answers and the follow-up |
Setup Feedback First | Replaces Submit when the stage has no form; the stage is then left through call outcomes or Select Stage only |
The panel shows beside every tab except Medical History.
What a Submission Does
The platform reads the submission in this order and stops at the first that applies:
You submitted | What happens |
|---|---|
A follow-up time, with or without answers | A task named FEEDBACK SCHEDULED is created, due at that time; the stage's open tasks are resolved and replaced by it; the card's due badge shows the follow-up and the patient moves to the bucket of that time. The patient stays in the stage and no condition is evaluated |
Answers matching a form condition | The stage's tasks are resolved and the patient follows that condition's output to the next stage, where they are assigned again and get new tasks; "Feedback submitted" confirms it |
Answers matching no condition | The answers are saved, the patient stays in the stage with the same tasks, and the submission appears under Previous stages with View Feedback once the patient moves later |
Required questions left empty | "Please fill all the required fields" and nothing is saved, not even the note |
Conditions are defined by the workflow's administrator (see Forms and Conditions). A condition matches when every answer it selects is present in your submission; the first matching condition in the stage's order wins.
Scheduling a Follow-up
Use Add Follow Up Time when the patient names a time: "call me Thursday after four".
- Set the date and time and press Submit, with or without filling the form.
- The Tasks tab shows a FEEDBACK SCHEDULED task with Follow-up time and Due Time set to that moment.
- The card moves to Today or Upcoming by that time, and to Overdue if the time passes without a new outcome.
- When you make the call, record it with Update Call Status or submit the form with the answer that moves the patient.
A follow-up never moves the patient by itself. To move them on the strength of what they said, submit the answer that matches a condition.
Notes
Notes are free text on the patient, visible to every agent under Notes on the Overview.
- From the panel: type in Add Note and press Submit with the form; the note is saved before the answers, and "Note saved successfully" confirms it.
- From the Overview: Add Note, type, Save. Cancel discards.
Write notes for the next agent, not for yourself: what the patient said, what they were promised, what to avoid.
After a Move
The previous stage appears under Previous stages on the Overview with its Assigned Agent and dates. View Feedback reopens the submitted answers read-only in the dialog "Submitted Feedback Form", so the next agent can read what was recorded without asking the patient again.
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