If a patient says that they will return to buy glasses you can add them to a follow up list to chase them up in the future.

To add a patient to the list, go to their dispense screen, click on “Sales Lead” (or Dispense Lead in latest version) in the top right corner and follow the step by step instructions.

To view the list click on “Sales Leads” (or Dispense Leads in latest version) on the Main Menu screen.

Once you have contacted a patient from the list you can either alter their contact date to another date or use the red cross on the right to delete them.

Clicking on Px will take you to the patient details screen for that patient.