I am hoping for some guidance on workflow definitions module set-up for Clients that have not had a service in the past 60 days. Our clinicians would like to be notified when a client reaches 60 days with no service so they can complete the "Discharge". We have tried running report 3140 "Inactive Clients" but would prefer an automated notice to clinicians. Some of our clients are enrolled in multiple programs or have multiple staff associated with the client. We typically have the outpatient MH program and outpatient MH staff person as primary. Clients that are enrolled in School LInked Mental Health (SLMH) are listed as Primary (if no outpatient MH program/staff) or Non-Primary (if the client has a primary outpatient MH program/staff). Has anyone set-up workfows with multiple rules or do you just separate this into 2 workflows based on program? Any help or ideas/suggestions is greatly appreciated!
Workflow Type: Client Workflow
Workflow Rule: No service in the past 60 days
Workflow Trigger: Days without service
Assigned Staff: Primary staff associated with Client or Non-Primary staff associated with Client
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