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Report Question

Rochelle Garcia 4 year бұрын в Reporting Module • updated by sarah 4 year бұрын • 3

Is there a report that shows if the client hasnt been seen within in a period of time

Mark Cornell 4 year бұрын

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.

Tina B 4 year бұрын

Report 3140 is the Inactive Clients Report

sarah 4 year бұрын

I like the 6120 - but it is staff-specific.

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