Create a Care Record

After-care is the call that follows a treatment: after a day, to check for pain; after a month, to see that things settled; after six months, to invite them back. Each of those becomes a care record, so nobody is forgotten and the clinic can see how satisfied customers (patients) are.

Unlike a reminder — your own to-do — after-care is a clinic process: it has a topic, a channel, an owner and a result.

Open the Care tab

Open the customer (patient) profile → Care tab (the last one in the row) → click Create.

Illustration of a customer's care list

The table shows the day needed, the care time (which interval), the status, the content, the performer and the result.

Fill in the Create new care window

Illustration of the Create new care window

Field	What to enter
1. Title	One short line: "Follow-up call after wisdom tooth extraction".
2. Branch ⭑	The location responsible for this customer.
3. Topic	Consultation, Care or Answering questions.
4. Care date	When the contact should happen.
5. Handling status	Waiting, In progress, Completed, Duplicate, Ad hoc.
6. Channel	Phone call, Zalo message, SMS, Facebook message, Viber message.
7. Care time	The interval after treatment: 1 day, 7 days, 1 month, 3 months, 6 months, 1 year.
8. Performer staff	Who makes the call. Support staff is there if two people are involved.
9. Care content	What you plan to ask, or afterwards what the customer answered.

⭑ = required.

Department records which team owns the task, for workload sharing and reporting.

Click Save to create the record.

Using it properly

1. Right after the customer leaves, create the record with a sensible interval — usually 1 day for anything invasive.
2. On the day, the assigned person calls through the chosen channel.
3. After the call, reopen the record, write the outcome into Care content and switch the status to Completed.
4. If the customer reports a problem, book an appointment for them to come back — do not just note it and move on.

Choose the interval by treatment, not at random

Extractions and minor surgery → 1 day. Braces and implants → 1 month and 3 months. Recurring aesthetic treatments → 6 months, as a natural reminder to rebook. The right interval means the call lands when the customer needs it rather than as a nuisance.

A record left "Waiting" counts as not done

Care reports count by status. Calling without updating the status leaves the task showing as open, and the next shift may call again — the customer is disturbed twice.

Related

• Create a Reminder — your own lighter-weight to-do.
• Create a Note — record what was discussed.
• Customer Details — where the Care tab lives.