Does this image depict how you feel when running your registry’s lost to follow-up calculations? One of the most frequently asked support questions we receive is, “Why are my follow-up rates not going up? I have entered new follow-up entries and the lost to follow-up percentage stays the same! HELP!!”
Let’s talk about doing monthly follow-up and lost to follow-up. Important! These are two separate functions and should be done in conjunction with each other, and not one versus the other. In helping customers examine why their follow-up rates are not increasing, we frequently discover that they are only working the lost list and not working the current follow-up, those cases just coming due for follow-up at twelve months.
There are two basic prongs to performing follow-up. First, the cases that are due for follow-up should be found and updated. These are eligible cases whose date of last contact is between 12 and 15 months prior. These cases should be attempted before they become lost. If not, the lost to follow-up percentages will get higher in large chunks and lower the follow-up rate. Finding and updating these cases before they become lost is the key.
The second prong is working the lost list. These are cases where the date of last contact is greater than 15 months. Updating these cases is absolutely the ONLY way the lost percentages decrease.
Interesting fact: If large groups of cases are updated with the same last date of contact, either manually or by an import, these same cases all become due for follow-up and/or are considered lost on the same date.
What are some additional tools that can be utilized to help with follow-up?
In closing, there are some very important facts to remember!