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      Medical Up-to-Date Report

      To run the Medical Up-to-Date Report:
      • Navigate to Reports in the left-hand panel
      • Select Medical (up-to-date)

      BLue Bar

      The report shows, by default, all Active Consumers where medical details are:
      • Not present 
      • Incomplete
      • Last updated more than 11 months ago
      You can filter the table by:
      • Status
        • Active (displayed by default)
        • Inactive
      • Medical Status
        • All
        • Up to Date
        • Out of Date/Not Present (displayed by default)

      Contacting Customers

      Once you've applied the filters you want, you can Email/SMS the Customers remaining in the table using the Contact Customer/s button

      Exporting Results

      Simply press the Download button and confirm to export to .CSV

      NOTE: Downloading the results exports all Consumers with Out of Date/Not Present medical details. Further filtering will need to be done in Excel.