Closing a Follow-up

Ending the video call does not close the file. The follow-up stays open so you can keep chatting, share a report, or schedule the next appointment.

Close it once you are done with the beneficiary.

Export before you close

Click Export PDF on the follow-up page to download the file: the details, the appointments and the chat history. Do it before the retention delay expires — once the follow-up is deleted, nothing can be recovered.

Close the follow-up

1. Open the follow-up
2. Click Close Follow-up
3. Confirm

The file becomes read-only, moves to the Closed tab, and disappears from the To handle list.

If your administrator configured automatic deletion, the confirmation dialog tells you how long the file is kept — It will be automatically deleted after X hour(s). The countdown starts when you close the file, not when the call ends.

Deletion is permanent

Once the delay has elapsed, the follow-up, its messages, its attachments and the temporary guests attached to it are removed for good. Export the PDF and save any document you need in your own records first.

Reopen a follow-up

As long as it has not been deleted, a closed follow-up can be reopened from its page with Reopen Follow-up. The chat and the appointments become available again, and the deletion countdown stops.

Automatic closing

Some follow-ups close on their own:

• follow-ups created automatically to carry the chat of a standalone appointment close a while after the join window ends
• temporary guest accounts with no upcoming appointment are removed automatically, when your administrator enabled that option

Files you created by hand are never closed automatically — that decision is yours.