Providers mark follow-ups in every encounter. But between the exam room and the front desk, those follow-ups disappear. Lumexity's Follow-up Management module reads your eClinicalWorks encounter data, surfaces every pending follow-up in a single dashboard, and alerts your front desk so they can reach patients and schedule the visit — before it's forgotten. No appointments are created automatically. No workflow is overridden. Your team simply sees what needs to happen next, and acts.
Task queue preview
A provider sees a patient, documents the encounter in eClinicalWorks, and marks a follow-up: return in two weeks, recheck labs in 30 days, schedule a referral visit. The encounter is closed. The provider moves on.
Now it's on someone to make sure that follow-up actually happens. But there's no centralized list. No alert. No dashboard showing which patients need to come back and when. The follow-up instruction lives inside the encounter note — and unless someone opens that specific chart, it stays there.
Your front desk is managing check-ins, phone calls, eligibility verification, and same-day scheduling. Tracking follow-ups buried inside encounter notes is not something they can do consistently — and it's not something they should have to do manually.
$150–$200 per missed follow-up visit
The result: patients fall off their care plan. Visits that were medically necessary and fully billable never happen. Industry data shows that missed follow-up appointments can cost a practice $150–$200 per slot — and when multiplied across dozens of patients per week, the revenue loss adds up fast.
Follow-up Management makes every pending follow-up visible the moment it's documented, so your front desk can act on it — not discover it weeks later.
Lumexity reads encounter data from eClinicalWorks and identifies every visit where the provider documented a follow-up — return visits, lab rechecks, specialist referrals, procedure follow-ups. These are surfaced in a single, filterable view so nothing stays buried inside a chart note.
When a follow-up is pending and no appointment has been scheduled within the expected timeframe, your front desk receives an alert. The alert includes the patient name, the provider who ordered the follow-up, the type of follow-up, and the recommended timeframe. Your team knows who to call and why.
Track where each follow-up stands: not yet contacted, outreach attempted, appointment scheduled, or patient declined. Your office manager sees the full pipeline — not just the patients who slipped through, but the ones your team is actively working on.
Read-only. No eCW modifications.
Follow-up Management does not create appointments, modify encounter records, or change anything inside eClinicalWorks. It reads the data, surfaces follow-ups, and delivers alerts. Your front desk schedules visits the way they always do — in eCW, through your patient portal, or by phone. Lumexity gives them the information. They own the action.
During or after the visit, the provider marks a follow-up in eClinicalWorks — return visit, lab recheck, referral, or any other ordered follow-up. Lumexity picks it up from the encounter data automatically.
Your team sees the patient, the provider, the follow-up type, and the expected timeframe. If no appointment is scheduled within that window, an alert is triggered. No chart digging. No guesswork about who needs to come back.
The scheduling happens in eClinicalWorks, through your portal, or by phone — however your practice operates. Once the appointment is booked, the status updates in the Follow-up Management dashboard. The loop is closed.
Follow-up Management is designed for front desk coordinators, office managers, and practice administrators at clinics running eClinicalWorks — from primary care and internal medicine to specialty practices where follow-up scheduling drives a significant portion of visit volume.
If your providers document follow-ups but your front desk has no reliable system to track them, if patients fall off their care plan because no one reached out, or if you suspect billable visits are being lost to follow-ups that never get scheduled — this module closes that gap.
It's especially valuable for practices managing chronic conditions, post-procedure care, and lab-dependent follow-ups where the return visit isn't optional — it's part of the treatment plan. See chronic care management analytics.
Surface every pending follow-up from eClinicalWorks encounters — automatically, without manual chart review.
Recover billable visits by alerting your front desk before follow-up windows expire and patients disengage.
Give your office manager a clear pipeline: which follow-ups have been actioned, which are in progress, and which need attention now.
Follow-up Management connects to your eClinicalWorks instance through a secure, read-only integration. It reads encounter data to identify documented follow-ups and delivers alerts to your front desk dashboard.
It does not create appointments. It does not modify encounter records. It does not write back to eCW in any way. Your team uses Follow-up Management to see what needs to be scheduled — and then handles the scheduling in their existing workflow.
Every alert is logged. Every status change is tracked. Your office manager has full audit visibility into follow-up activity across the practice.
HIPAA-compliant. Read-only. No disruption to your clinical or scheduling workflow.
No. It surfaces encounters with pending follow-ups and alerts your front desk, but all scheduling happens through your existing eCW workflow — whether that's directly in the scheduler, through your patient portal, or by phone. Lumexity provides the visibility. Your team handles the action.
Any follow-up documented in an eClinicalWorks encounter — return visits, lab rechecks, specialist referrals, procedure follow-ups, imaging reviews, and any other provider-ordered follow-up that's recorded in the encounter note.
Alerts appear in the Follow-up Management dashboard. When a follow-up is documented and no corresponding appointment is scheduled within the expected timeframe, the alert includes the patient name, provider, follow-up type, and recommended scheduling window. Your team can filter by provider, urgency, or date range.
Yes. The dashboard tracks status for each follow-up: not yet contacted, outreach attempted, appointment scheduled, or patient declined. This gives your office manager a complete view of the follow-up pipeline — not just what's overdue, but what's actively being worked on.
Yes. Follow-ups are organized by provider and can be filtered by location. Office managers at multi-site practices can view follow-up activity across the entire organization or drill down to a single provider or clinic.
If an appointment matching the follow-up timeframe and type is already on the eCW schedule, the system reflects that status. Your front desk only sees alerts for follow-ups that don't yet have a corresponding appointment — so they're not calling patients who have already booked.
Every follow-up your providers document is a visit waiting to be scheduled. Lumexity makes sure your front desk sees every one of them — before the patient forgets and the revenue disappears.
