WEEKLY NO FUTURE
Reports > Appointments > New report > Date range (start of week, end of week date) > without "future appointments"
MONTHLY NO FUTURE REPORT (VIDEO HERE)
- print out no future for month
- get EP to go over their client and write what the process/action will be e.g. EP to call, Admin to call and rebook, note to call
- Check previous conversations in slack/emails, if already have action
- write a list in slack to EP of clients who need to be called/ for ep to add to their asana
Slack report template (for #clients channel). Copy and paste then import the numbers
Monthly no future report [MONTH]
X with ≤5 appts attended
X with ≤12 appts attended X people moving and feeling better! (Discharged )