Tuesday, August 30, 2011

New Follow Up Manager


To help call operators, case managers, outreach staff and others follow up with their clients and contacts even more efficiently and effectively, VisionLink has released an enhanced Followup Manager (creative name, yes?)

The solution defaults to a view with today's followups listed, with one click access to followups that are past due, or due in the next 7 or 30 days. The enhancement integrates with the existing notification bar across the top fo the screen, to help ensure that follow activities are not missed.

Authorized users can also automate followups by frequency and day of the week; for example, this would allow a follow up very two weeks on Thursdays. When the work is done, the followup task can be marked appropriately.

Thanks go to the Down East Partnership for Children and Jessica Jones for making this possible across the VisionLink network.

Dr. W. Douglas Zimmerman
President & CEO
VisionLink, Inc.