Visual Flags

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