This enables you to define whether the Client will require a Review or an Assessment of their case. To define when these will take place, simply enter a date in either the Review or Assessment field. An Assessment/Review Due alert will then appear in the Alerts on the Home Page, as outlined in the
Home section of the document.
Capturing PO Number/Support
Package/Account Number
You can also capture a PO Number, Support Package and Account number for the Schedule. These details are for information purposes and are not mandatory. However, if a PO Number is not captured for a Client’s Schedule, this will appear in the Home Page Alerts, as outlined in the
Home section of the document.