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Resolving a follow-up

1 September 2026

On the dashboard's Activities Needing Follow-up table, you can now resolve a follow-up directly from the row — recording what happened without opening a new Activity.

Resolving from the dashboard​

The Activities Needing Follow-up table on the dashboard, with the tick button and the 3-dot menu highlighted at the right of a row
Each row in the follow-up table has two actions on the right: a tick to resolve it, and a 3-dot menu for other options.

Selecting the tick opens a panel asking for the title of the completion Activity, prefilled for you:

The resolve panel open under a follow-up row, showing an editable title, Completed and Didn't happen buttons, a Needs another follow-up checkbox, and Save & resolve
1 — the title, editable and prefilled. 2 — Completed or Didn't happen. 3 — Needs another follow-up. 4 — Save & resolve.
This creates an activity

Resolving or closing a follow-up uses the details in the resolution panel to create an Activity, which you'll see on the Service Episode's Care Journey timeline.

The title is prefilled with a prefix of Completed or Didn't happen, and you can edit it before saving. In Manaaki Central, a Completed follow-up is like saying "resolved", whereas Didn't happen means "closed".

Didn't happen, and rescheduling​

Choosing Didn't happen asks why it didn't happen, and lets you set a new follow-up date in the same step:

The resolve panel with Didn't happen selected, showing reason buttons (No-show, Unavailable, Not fit, Rescheduled, Client cancelled, Staff cancelled) and a Needs another follow-up date field
1 — Didn't happen. 2 — the reason, here Rescheduled. 3 — Needs another follow-up, with a new date.

Check Needs another follow-up and set a date to create the next one at the same time — this is how you reschedule.

Here's what that looks like afterwards, from the Activity timeline — a follow-up closed as Didn't happen, with Not fit as the reason and no further follow-up:

The activity timeline showing a Didn't happen — Update from Medical Centre entry, with a banner reading 'Activity recorded as: Client Not Fit'

Completed and Didn't happen should cover most of what you need — even something like "follow-up created by accident" is worth documenting this way.

Clearing a follow-up with nothing left to add​

Sometimes the case notes have moved on far enough that there's no useful follow-up detail left to record. For those, clear the follow-up instead: open the 3-dot menu on the row and choose No longer needed.

The 3-dot menu open on a follow-up row, showing Log activity and No longer needed options

A confirmation lets you back out before it's cleared:

A confirmation dialog: 'Cancel Follow-up? Are you sure this follow-up is no longer needed? This will mark it as canceled and remove it from your follow-up list.' with Keep Follow-up and Yes, Cancel Follow-up buttons

Unlike Completed or Didn't happen, this does not create an Activity — it just removes the follow-up.

Logging a full activity instead​

The Log activity option, just above No longer needed in the same menu, closes the follow-up too — but by capturing the full set of details you'd normally use when creating an Activity: the familiar Essentials, Notes, and Follow-up tabs.