Scheduling Follow Up Notifications

Follow up notifications are a way to remind yourself (or another HMIS user) about a client's goal or service that you want to review in the future. Follow Ups will appear on the user's homepage. Important note: If the user who created the follow up notification loses their license, you also lose their notifications.

TABLE OF CONTENTS

• Create Follow Up for a Goal
• Create Follow Up for a Service

Create Follow Up for a Goal

Go to the client's profile in ClientPoint and click on the Case Plans tab. Click Add Goal to create a new goal, or the pencil icon to edit an existing goal.

When you have added or edited a goal, a new window will appear that has several different sections you can fill out, including a description of the goal, the status of the goal, and case notes. Your agency may have specific requirements for which parts of the goal need to be filled out. Enter the projected follow up date and select what HMIS user should get the follow up notification. 

This notification will appear on the user’s homepage.

Click the word Goal on the notification to go back to the goal and update the outcome. Once you enter the Completed Follow Up Date, this goal will disappear from your Follow Up list.

Create Follow Up for a Service

When you create a service transaction in ClientPoint, there is a section near the bottom of the service called Follow Up Information. Fill out the Projected Follow Up Date and User.

This notification will appear on the user's homepage.

Click the word Service on the notification to go back to the service and update the outcome. Once you enter the Completed Follow Up Date, this service will disappear from your Follow Up list.