This article will cover how to search clients that will have applications expiring between a selected date range in the future.
For this example, we will use the "future" dates of 11/01/2017 to 12/31/2017.
To find which Clients will have expired Applications in that time frame, you would go through and select the following:
-Select Client Letter List/List Reports for Report Group. Then, Client List Reports (complete, denied, waiting) for Report.
- For Date Range Type, you will need to select either the Client Applied Date or Recertified Date (probably recertified date).
- You will need to enter a Date Range that is a year old (for our example you would use 11/01/2016 to 12/31/2016).
- Select "Waiting" for Include Client/Jobs with the Current Status of.
- Order By section should be marked as Client Applied Date.
That will give you the list of Clients that haven't been served that are expiring 12 months from the date range you entered.
- Select PRINT.
Here's what the data entry on the screen would look like: