To Do List | Recording a To Do List Element

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.

To Do List Main Page