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Wellness Items Due

Generate a report that lists active clients who have wellness items due, or past due.

Avatar CWS > Other Chart Entry

Prerequisites:

  1. In the Select Individual Or All Wellness Items field:
  • Select All to display all wellness items due.
  • Select Individual to choose a wellness item.
  1. In the Due in Next X Days field, enter the number of days the wellness item is due.
  2. Click Process.