This section discusses how to configure the system to send you email notification of upcoming status assessments for your clients.
Accessing Enrollment Record
Select the client and go to the Programs tab in their client record. Mouseover the appropriate program and select the edit icon that appears to the left.
Adjusting the Assessment Due Warning
Once in the program’s screen, locate the Status Assessment area on the lower right portion of the screen. There will be Assessment Due – [DATE] in red if there is an assessment currently due.
To activate Status Assessment Due notifications, select the edit icon next to Notification:
A popup box will appear to the left. Toggle the switch next to Assessment Due Warning. This will configure the system to automatically send an email (containing the client’s unique identifier) to the assigned staff member.
Next, select the timeframe within which you would like the email to be sent. For example, if you select 1 Day, then the email notification will be sent to the assigned staff member 1 day prior to the status assessment due date, and if you select 2 weeks then the email notification will be sent 2 weeks prior to the status assessment due date.
Note: Enrollment record Assessment Due Warning length of time
Once the email has been sent, the staff member can simply copy/paste the unique identifier into the client search bar to quickly locate the client record.