When accessing a client's Personal tab within their profile, there will be a notification on the top of the page stating Profile Review Required - Please review this client's information. You must click "Save" or "Next" on each page in order to continue
The pages of the profile will look as if it is a new client, with the tabs numbered at the top and in grey.
In order to complete the review follow these steps:
- While reviewing you can click on the edit button next to household members to modify their information. Simply click Done to save your changes.
- You will want to ensure to review all fields with the client on the Personal page, updating as necessary.
- Click on the Save & Next button when you are complete. You will only be able to move on to the next tab if the page is successfully saved. If there are no changes, still click on the Save & Next button at the bottom of the page.
- Repeat for the Profile, Monthly Income, and Dietary Considerations pages.
- When all pages have been completed, you will be able to record a visit as normal.
- The client's Next Profile Review will update to the next date a review will be required.
Reviewing a client's profile will NOT count as a forced profile review. You can review a client's profile every time the client comes to visit, but it will not adjust the Next Profile Review date. That date is only connected to when the profile was reviewed when it was forced to. Changing the review period uses the new value going forward, and doesn't bring clients out of profile review if they were needing the review before the review period was extended. Those in profile review prior to the change will still need to have their profile reviewed, after the review they will not require another profile review until the new review date.
Please review the following video:
Forced Profile Review Reasons
| Reason | Details |
| At least One Primary Income Source | This client is missing an income source. A profile review is required to record the client's income source. There may also be 2 income sources selected, only one income source should be selected as the Primary source. |
| Client Merge | This client has recently been merged. A profile review is required to ensure the merge was successful and all the data that was preserved is correct. |
| Client Split | This client recently split from a household. A profile review is required for household, income, and expense reasons. |
|
Consent Signature |
This client is missing their consent signature. A profile review is required to ensure that the consent signature is collected. |
| CSFP Deactivated | This client's CSFP was deactivated. A profile review is required to ensure this is correct. |
| CSFP Recertification | This client's CSFP has expired and needs to be recertified. A profile review is required to ensure the recertification is reviewed with the client. |
|
Inactive Client |
This client was marked as inactive after not visiting for 180 days. A profile review is required to ensure all personal data is still accurate. A visit must be recorded within that same day in order for the overnight check in the system NOT to automatically change the status back to Inactive. |
| Missing Data | This client is missing important client data. A profile review is required to ensure the missing data is added. |
| New Client | This client is new and is currently being created. They cannot reach the services page until they are complete, and new clients will be removed from the system after 72 hours if not completed. |
| Profile Review Required | The client's profile hasn't been reviewed in the # of days set in the network organization settings (this occurs regardless of visit activity and is usually set to 365 days) |
| Queued for Intake | This client is in a queue for Intake. |
| Review Next Day | Selecting this option will set the client's next profile review date to tomorrow. No profile review will be needed today. |
| Review Now | Advance the client's next profile review today. You or one of your workers will need to complete the profile review before accessing services. |
| Scheduled | The client's profile is scheduled for review. A profile review is required to ensure all client details are still accurate. |
| TEFAP Recertification | This client's TEFAP has expired and needs to be recertified. A profile review is required to ensure the recertification is reviewed with the client. |
| TEFAP Screening |
This client has successfully been screened for TEFAP and needs to complete the rest of their profile before accessing services. |
Additional resources
Client Reviews & Forced Profile Review
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