Contact Lapse Audit Report Frequently Asked Questions







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The following frequently asked questions provide details on the most commonly asked about pieces of the Contact Lapse Audit Report feature.  Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.

Does a contact have to be a certain duration or set to face-to-face to be counted as a contact on the lapse audit report?

Why does a client have more than one last contact date on the lapse audit report?

Does a contact have to be a certain duration or set to face-to-face to be counted as a contact on the lapse audit report?

This report does not exclude contacts based on their duration.  Every contact meeting the report settings specified on the Contact Lapse Audit Report Settings page is included, regardless of duration.  Likewise with face-to-face notes which are always included in the report if they meet the report settings.  Contacts that are not face-to-face may or may not be included based on how the "Display Option" settings for the report are configured.

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Why does a client have more than one last contact date on the lapse audit report?

The Contact Lapse Audit Report is designed to display additional lines for contacts if the contact writer is different than the assigned service coordinator for the client.

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  https://demodb.footholdtechnology.com/help/?11159