Use Visual Flags as reminders for follow-ups.
Setup:
- Admin Enables Access
- Navigate to Staff > Manage Staff Access > Visual Flags to grant permissions.
- Admin Configures Flags
- Set the number of days to trigger a flag.
- Choose the flag color for alerts.
Follow-Up Triggers:
- Assessment → Follow-up Date on Assessment
- Benefits → Expiration Date on Benefit
- Consent Documents → Expiration Date on Consent Document
- Disability Plan → Expiration Date on Plan Disability
- Non-Program SD → Follow-up Date on Non-Program Service
- Plans → Due Date on a Goal
- SD Counseling → Follow-up Date on Counseling Service
SD General → Follow-up Date on Service Delivery General