One of the most frequently asked support questions we receive is, “Why are my follow-up rates not going up? I have entered new follow-up entries and the lost to follow up percentage stays the same! HELP!!”
Let’s talk about doing monthly follow-up and lost to follow-up.
Important! These are two separate functions and should be done in conjunction with each other, and not one versus the other.
There are two basic prongs to performing follow-up. First, the cases that are due for follow-up should be found and updated. These are eligible cases whose date of last contact is 12-15 months prior. These cases should be attempted before they become lost. If not, the lost to follow-up percentages will get higher in large chunks and lower the follow-up rate. Finding and updating these cases before they become lost is the key.
The second prong to follow-up is working the lost list. These are cases where the date of last contact is greater than 15 months. Updating these cases is absolutely the ONLY way the lost percentages decrease.
Important Facts to Remember:
- Run and update monthly follow-up to prevent patients from becoming lost. These cases have a date of last contact prior to 15 months. Updating these cases DO NOT have any bearing on the lost rates.
- Run and update Lost to Follow-Up patients to decrease lost rates. These are cases with a date of last contact greater than 15 months. Updating these cases is the ONLY way to decrease the percentage of people lost to follow-up, therefore increasing the percentage of successful follow-up.
- If large groups of cases are updated with the same last date of contact, (either manually or by an import), these same cases all become due for follow-up and/or lost on the same date.