Video: The Calendar and Follow-Ups

Every call you promised, every visit, and every to-do you set on a family lands in one place: your calendar. Open Calendar from the sidebar. Each follow-up shows on its day, with the time and the subject. The ones you've finished stay on the calendar, crossed out, so you can see what's already done. The arrows move a month at a time, and the double arrows jump a whole year. Today brings you right back. Switch to Week to see your days hour by hour, with the time of each follow-up. Day shows just one day. Today, Yaakov's call is at four. And List shows every follow-up for the whole year, in order, so nothing slips through the cracks. Follow-ups start on a family's page. The Hechts just moved to town. On their Notes tab, click New Note. Give it a subject, like Invite to the Chanukah party, and add the details. The note date is the day it happened. Check Private if no one else should see the note at all. Then check Follow-up, and choose when it's due: Thursday the nineteenth, at four o'clock. Broadcast to everyone puts it on the whole team's calendar. Leave it off, and it's just for you. Click Save. The note is on the family's Notes tab, with its follow-up date and time, so anyone who opens the family sees it. And back on the calendar, there it is, on Thursday at four. Plans change. Click a follow-up to open it. Yaakov asked us to come by on Tuesday instead of Monday. Change the follow-up date, and click Update. It moves to the new day. Finished one? Open it, check Complete, and click Update. It stays on your calendar, crossed out. The family's name at the top of a follow-up takes you straight to their Notes tab, with everything you've written about them. Your calendar shows the follow-ups you set, plus any that were broadcast to everyone. To see a colleague's notes on a family, check Show notes from all users, right here. Follow-ups that are due also show in My Tasks on the dashboard, and in the daily CMS Today email. The calendar keeps every promise in view. Set a follow-up on any family, and it's waiting on your calendar, with the note and the family one click away.