# Follow Up
# Introduction
The user can use this app to document follow up items for both clients and staff.
The Follow Up application can be deployed in several methods. The Quantum Support team will help you implement the best option.
# Launch the App
The app can be accessed by entering the Follow Up URL in the search bar.
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Follow Up URL https://www.qscorpio.com:3066/FollowUp/login
# Login
The Login screen will be presented when you first launch the web app. The user will insert their Username, Password, and Agency Key assigned to them by their Admin.
# Select Dashboard
After logging in, the user will be prompted to select a dashboard.
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If the user launches the app from Dashboards, the user will not be prompted to log in again or select a dashboard since they already did that in Dashboards. But the user will not be able to switch between dashboards in the app.
# Home Screen
After the user has selected a dashboard, the home screen with be shown. The user’s company logo will be shown in the middle of the screen where the ‘quantum solutions’ logo is now.
Notice there is a header in this app with several functions present.
These functions include searching for a client, accessing the User Guide, and utilizing the User Profile with options to switch dashboards and log out. The ability to toggle between dark and white screen modes is in the footer on the left side.
These functions include the client search, the link to user guide, and the profile of who is signed in.
# Select Client Name
This button is how the user can search for a client. The user must be on the right dashboard to find the right client.
The Client Name Selector screen will be shown, and the user can begin searching for their client in the top search bar. The user can type as little or as much of the client’s name as they feel necessary, but the user must type something otherwise no client names will be shown.
# User Guide
This is how the user can access the User Guide.
# Profile
When the user clicks on the picture in the corner it opens this window. The user can log out of the app or switch their Dashboard.
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When the user opened FollowUp from Dashboards the logout button will be hidden.
# Light/Dark Mode
This function will toggle between light and dark mode.
# Client Card
The Client Card will show all the items that the client has. The user can filter through the follow up items using the search bar at the top of the screen.
# Functions
These functions are found next to the individual follow up short summary and allow for the user to see the full record and delete if needed.
# View
The view function allows the user to view the record without access to editing.
# Edit
The edit function allows for the user to view and edit the record. Be sure to save any new changes using the save button.
# Delete
The delete function lets the user delete the record. Once it is deleted it cannot be retrieved.
# Create New Item
The blue ‘New Item’ button to the right of the filter search bar shows how the user will add a new follow up item. This will take the user to the follow up sheet.
# Follow Up Sheet
This is the sheet that will be filled out and viewed by the user. Today’s Date will be populated. The fields will change based on the type selected. There is a link to document any related appointments on the sheet under Create Appointment.
# Additional Functions
# Save
The save button is at the bottom of the follow up sheet, in both the edit and new sheets. The save button must be clicked for the new changes to be saved.
# Cancel
The cancel button will exit out of the sheet and return to the main client card screen. This button will not save any new changes, it will only exit out of the new/editing follow up sheet.
Last Updated: 6/29/2023