Report: Which clients don't have release of information (ROI) on file and/or who have ROI renewals coming up.
With the requirement to upload ROIs for every client, it would be extremely helpful to be able to run a report and see which clients in a given program are due for a renewal or need an initial ROI uploaded. Checking each client individually is a huge waste of staff time when you have thousands of people to check.
3
votes
![](https://secure.gravatar.com/avatar/8e5c76e7b0cea39985340ebbfb19c8f6?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
Thank you for your feedback. We are in the planning phase of a feature or update related to this item.