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Module 5: How to Follow Up- Following-Up with Patients

DR. RODGERS: Now that I’ve referred Antoine and Judith for mental health treatment, what do I do now to ensure that they’ll follow through with their appointments?

DR. EBER: I’m glad you brought this up. Often times, patients don’t show up for their sessions, they stop taking their medications, or they use the medication in ways that were not intended, like changing their dosage. That’s why follow-up care is so important in managing patients with mental health disorders.

DR. RODGERS: To be honest, I’m concerned about having the time to follow-up with every patient I refer.

DR. EBER: Well, anyone in your office can make follow-up calls—ideally someone who interacted with the patient when they were in the office.Thorough documentation of patient visits makes this multi-staff approach easier and is important for liability purposes. It’s a good idea to flag or track the files of patients for whom you suggest mental health treatment, whether in your office filing system or in electronic medical records.

DR. RODGERS: And what are some best practices for following up with patients?

DR. EBER: Let’s look at that.

Here are some of the best practices for following up with patients: