Tip #194 - How to Create an Automated Procedure for Periodic Client Follow Up
In Tip # 189 (May 2, 2022) we discussed how you can Use Note Type and Notes Search to Track Client Calls by Staff. Admittedly, that process, although simple to set up, requires that the staff remember to contact the client and document the activity by entering a note of a designated type. The process can be automated somewhat (except making the call itself) by using an Automated Procedure. Here’s how.
...