Review Dates
The automatic update is confusing. But what makes this system even harder to use it that "First Review Date" which we use as last review date is not sort able anywhere. You should be able to get a report of that date so you could know if a client hasn't been in for a while. You should also be able to simply put in a month for client review, though it looks like you can enter "each January" it then prompts you that you haven't chosen a specific day or week. The process of using the review tool was one of the features we thought would be great in Redtail and it functionality is aggravating to say the least!

We like the ability to have a "next review" option, however we rely on the activities pane to make sure we are checking tasks off as we complete them. The current review system allows an opportunity for things to be missed if for some reason we can't contact a client right away or something else comes up. It would be great I there was a radio button or checkbox added to the review section of a contact profile to add a "reminder" option or "add as a activity/task"

I have to add my voice to the growing chorus here. I am finding the client review feature very confusing. Unless I am using the software incorrectly, it appears that there is no way for a client review to show as "overdue" without automatically updating.

This is a big problem in our practice as well. I agree with other users that the (almost) two years since Redtail's response and any changes give me a bad feeling about much needed changes to this feature and other features in general.

Just switched over to Tailwag and needed to enter a client's First Review Date. Don't like all the mandatory selections needed in order to calculate the Next Review Date (Repeats every X years, month, Repeats Yearly on). Having to select the month then the day of the week doesn't make sense if you simply want the Next Review Date to calculate based off the First Review Date like the legacy version did.

Also, what happened to Last Review Date? Would be nice to have it as a free form field where we can manually enter the date of the last review.

Right now the system only lets you see client's who are 90 days past due on their scheduled Annual Review.

Example: if a client's meeting schedule is set for 1/1/15, then they "fall off the list" on 4/1/2016.

It would be wonderful if RT would re-code the Preferences section so we could extend the 90 day setting to 365 day or indefinite. That would create a very easy system for us to see who we haven't reviewed with.

We might review with a client prior to their review date or contact them prior to their Alert, and the Reminder does not allow us to mark the Review as complete.

Agreed! And from what I gathered from IT, this is only a reminder, not necessarily a review date because if you don't follow up with the client, they will get missed and will not be pulling up on a report!

Under know your client it shows the review dates and generates the next review based just on the date of the 1st review. This isn't always logical because we aren't always able to schedule these clients based on the perimeters we set. I would like to be able to see the ACTUAL dates of the reviews and base the next review on when the most recent review date was. For example John Smith has his 1st review January 1st. Well that isn't logical because Mr. Smith is on holiday until mid February and then he doesn't actually come in until February 14. Well chances are we won't need to see him again on March 1st. Rather we would need to see him May 14.
How this helps: we will be able to see who we need to call with accurate dates.

Currently, if the client review is not handled in a timely manner, the reminder disappears after a couple of days. Please change this so that it is more like a "task" and has to be "completed" before it goes away. Thank you!

I would like to be able to access a checklist (drop down) list of some kind to indicate what type of appointment the client is having. For example, if it's a review, you could mark it as a review and it would automatically update or populate the "last review date". You should be able to have a list of past review dates. Get rid of the confusion, we don't schedule appointments by the first Tuesday of the 6 month of the year.

Can you show the "review frequency" in the dashboard? We don't use the client review, because of the issues, but could really use the review frequency, even if the review isn't filled out.

"Knowing your Client" instead of wording it "First Review Date" would be helpful to word it "Last Review date". Also, the calculator for the "Next Review Date" doesn't always work.

YES PLEASE ADD LAST REVIEW AS A CATEGORY TO CONTACT DASHBOARD!!!

If this automatically updates in error - showing us we've reviewed an account when we really haven't - and we all think everything has been in good order with one of our clients accounts, but it really isn't... Worst case scenario we lose potentially huge accounts from our AUM because our customer service level isn't satisfactory based on the client review section updates. - All because a system isn't working how it realistically should be by an apparent large vote of client database users compared with some other items being reviewed on the Redtail to do list.

I sincerely hope this does get addressed somehow, or we could lose out on a customer and/or their future referrals because I told a boss all of our accounts are up to date on reviews, upon which time we then we get an angry customer's phone call asking why we haven't been in touch in the past few months/years or even worse, see their account has been transferred out entirely.

The system users should be checking off that a review was completed and to update to the next scheduled review date.

Not simply a reminder that can get lost in the shuffle. Reviews are one of the most important scheduled events for customer service we could ever use on the system.

I understand there are activities that could be created that basically sidestep this issue entirely, but why even have the section in the database, then? As a reminder of how it doesn't work in the first place? It can't be a trusted source of information, which the database is all about.

How can this go for this long unchecked, or without any update on the status of the original request's review?

the default viewing is "reminder review date" NOT "Next review date". I need the option to save the "next review date" for my weekly reviews with portfolio manager.
This feature was available before we upgraded to TailWag. I went through this w/ Brian who is trying to help me. This feature needs to be added since I rely on this religiously in managing my clients accounts.

I would like to have secondary Client Review date field. Reason is to keep the initial first client review date and change the second date to reflect new carry over if client misses review on a quarterly bases. Thank you.

It is frustrating when we need to move a client's 'next review date' to another month - go to Edit and only option is to change 'FIRST review date' thus losing that information; there should be an option to change 'NEXT review date.'

I don't think the Review Date should be updated if they come in later than expected. I keep my clients on a 13 week visit schedule, as well as an annual review, which relates to me charging them for their annual fee. By your logic, that would keep pushing dates back, and I'd like to keep my clients on a consistent calendar as well as get paid for my services on a regular basis instead of having that get pushed off.

Hi Tara - I noticed that in the Project Tailwag demo site, the last meeting date is still shown as the First Meeting Date. Is this going to be changed? It really doesn't make sense for it to be labeled 'First Meeting Date'. It actually is the 'Last Meeting Date'.

Please advise. Thanks.

I agree that this is a critical issue that needs to be addressed. Is there any update on a resolution to the review date functionality?