 lonna
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| Joined: 18 Apr 2007 |
| Total Posts: 5 |
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follow-up
Posted: 30 Jan 2008 03:51 PM |
| This year I am encouraging the volunteers to follow-up with their past clients. I know I can pull up a list of positive pregnancy test for the past year but what I was wantingto do is pull up a list of clients for each volunteer, regardless of their visit. Is there a way I can do this? Thanks! |
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Re: follow-up
Posted: 30 Jan 2008 04:52 PM |
Hi Lonna,
The very best way to keep track of your client follow-ups is to use the follow-up flag to flag any client that is in need of follow-up. To do this, you will need to open the client file, and click on the "Edit follow-up" button (found at the top of the file). From this screen you can click on the "add new" button, which will allow you to set-up a new follow-up. This follow-up can be assigned to a specific staff or volunteer and can also be assigned a date that the follow-up should be completed by.
To manage all these follow-ups you can use the "Client Follow-up" report to run lists for all your staff.
I hope this will help you! :)
In Him,
Sarah
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