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Lapsed Client Files
Posted: 21 Apr 2009 08:15 AM |
| Is there a way to pull off a report of clients who were seen in 2008, but not in 2009? Or, clients who have no visit history in say the last 6 months? |
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Re: Lapsed Client Files
Posted: 21 Apr 2009 06:51 PM |
Rosecondra-
Thanks for your post. Unfortunately this feature is not currently available, however I will pass your suggestion along to our development team. Can you explain to me specifically why this would benefit your center and what you would use this type of report(s) for? Thank you!
 Ready for Spring!!,
ASHLEIGH |
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Re: Lapsed Client Files
Posted: 21 Apr 2009 09:50 PM |
| We would use this report to help purge non-active clients from our "working" file drawer. The drawers are overflowing and we know there are client files in there who have not been seen in the past year. We could move the "old" files to the storage cabinet and free up space. |
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Re: Lapsed Client Files
Posted: 22 Apr 2009 01:23 AM |
Hi Rosecondra!
Thanks for your detailed response, I appreciate it! I will pass this information along to our development team. Have a great week!
Blessings,
Ashleigh |
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