Keep your team proactive and families informed by setting up an automatic alert for upcoming insurance card expirations. Follow these steps to get started:
Step 1: Go to your client’s profile and enter the effective and expiration dates in the insurance section of their client card.
Step 2: Click on “Board” from the main navigation and scroll down to find your automations section.
Step 3: Choose which Board you’d like the Insurance Card Expiration Alert to be triggered on.
Step 4: Click the + icon to add a new automation, then select the “Expiration Alert” trigger.
Step 5: Choose how soon (or how often) you'd like to be notified before the expiration date.
Step 6: Assign the actions you want to be triggered (e.g., send a message, assign a task).
⚠️ Important Notes:
- The expiration date must be filled out in the insurance section of the client's profile in order for this automation to work.
- We recommend using the "Send Message" action to notify parents of the upcoming expiration. Include a reminder and clear instructions for how to upload a new insurance card to the Parent Portal.
- Parents can upload insurance cards directly to the Portal at any time. There is a dedicated, always-available section on the Parent Portal for uploading insurance documents.
