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
Annora Borden
shared this idea
Thank you for your feedback. We are in the planning phase of a feature or update related to this item.
