The planner spreads a follow-up list across the days you choose, so you're not overloaded on any one day.
Steps
- Open Smart Follow-Ups.
- Choose a start date, how many months to spread over, and which weekdays are allowed.
- Choose who to include (all patients, or by treatment window).
- Review the plan — it shows how many fall on each day (a sensible daily limit is applied).
- Schedule it.
The patients then appear on your daily due list on their assigned dates.