Ideas

Welcome to the CentralReach Ideas Portal. The future of CentralReach starts here.

Automatically add a task to provider when an expiration date is entered into the Document management report.

It would be so great if a task was added to a providers task list when an expiration date is entered. This would help the provider remember to submit certificates, auto insurance, CPR first aid, etc.... when it expires. I suggest it should send out a notification 30-60 days before it expires. 

  • Ester Duckworth
  • Jul 10 2018
  • Attach files
  • Guest commented
    July 18, 2018 21:45

    It would be great if this could be applied to authorizations too