John Opet
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346 votes
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John Opet supported this idea · -
774 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment John Opet supported this idea ·
Create a workflow trigger that automatically create a workflow based on the Next Client Review Meeting. This will allow individuals to set their annual review meeting reminder and the program will kick start the workflow and take the thinking out of searching for who has not been seen in a while. This will improve systems as well as speed up the schedule review meeting process.