Is there a report that shows if the client hasnt been seen within in a period of time
I had asked that and was told that would be too resource intensive BUT you can setup a workflow to notify you of a client not seen within x days. I use this to email the clinician and have them complete a termination summary. then when the termination summary comes in we end the staff dates so and make the staff inactive so that the client is no longer in the staff list.
Report 3140 is the Inactive Clients Report
I like the 6120 - but it is staff-specific.
Customer support service by UserEcho