ePrompt Setup Tip

Written By Felicia Conner ()

Updated at January 16th, 2020

Highly Requested ePrompts

Been afraid to use ePrompts because you just aren’t sure how to get the results you need? Let us help you out by providing the set up for two of the most requested alerts.


Request: “I want to know when an annual assessment is coming due in 60 days.”

  • Use target Form “A” in X days from Form “B”
    • Form A = the Annual Assessment Form
    • Form B = the Initial Assessment Form
  • Days = 305
  • Formula = Not A

Request:  “I need to know when a client hasn’t been receiving services”

  • Use target Service in X days from current date (days) between
  • Formula = Not A

Note:  Adding a target such as current Program, Facility or RBHA will ensure you are receiving alerts for only active clients.

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