In any location where To Do List elements are established in your Enterprise, a user can set a reminder for them to appear on their To Do List.
TouchPoints
When filling out the Date of Next Contact element type, you will have multiple options.
Step 1 - Select if the follow-up should be scheduled on your To-Do List or another user's To-Do List.
If you have selected Schedule Follow-Up Alert to show up on Other Staff's To-Do List, you will need to select the program and user account of the user you would like to see the alert from the drop-downs.
Step 2 - Select the Alert Date.
If an Automatic Alert was setup, the date will be automatically inserted.
You may select the date manually by clicking on the calendar icon next to the date box.
You can also click the +1, +7, +30, +60, or +90 links to add an additional 1, 7, 30, 60, or 90 days to the follow-up date.
Step 3 - Select the Alert Type. You can set the reminder to complete the current TouchPoint or take a new TouchPoint.
If you set the reminder to take a new TouchPoint, you must select a different TouchPoint from the drop-down.
Step 4 - Insert an alert note in the text box.
Note: Disabling TouchPoints that have follow-ups linked to them can cause issues with staff To Do Lists.
Record Efforts (Legacy Feature)
Date of Next Contact will trigger a To Do Item to appear on one's own To Do List.
Take Assessment (Legacy Feature)
Users can:
Schedule Follow-up Alert to show on your To Do List
Schedule Follow-up Alert to show on Other Staff's To Do List
The reminder/alert can be made to follow up on the current assessment or take a new assessment.
Add Referral
Note: The referral status feeder table must be populated and a value selected for the date of next contact to work
Date of Next Contact will trigger a To Do Item to appear on one's own To Do List.
