Actionable Lists for Client and Provider Follow-Up
Actionable lists enable you to create lists of clients and providers so following up
with them is easier. For example, you curate a list of clients with whom you have agreed to
check in with on a specific day and time. This curated list helps you ensure they receive
the required support and services to improve their mental and behavioral health.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
Using actionable lists, you can also create follow-up lists for providers in Crisis
Support Center Management. For example, let’s say some facility admins haven’t updated
the available bed count in their facilities. Updating bed availability is an important
task that helps you see which beds are available in each facility, so you can refer
clients to the right facility. Using actionable lists, you create a follow-up list of
all these facilities that haven’t updated their bed availability within a certain
period. This list makes it easier to communicate, keep track, and remind the admins to
update their facility bed availability.
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