When an action item in ChangeGPS Action Meeting passes its due date without being marked as Completed, the app automatically sends a reminder to the responsible party. Client actions generate a reminder to the client. Accountant actions generate an internal reminder to practice staff. The overdue action is also flagged in the Action Meeting dashboard so it is visible at a glance when you next review the meeting record. To stop the reminders, return to the meeting in the dashboard, navigate to Step 2, and mark the action as Completed. If the due date needs to be extended, edit the action and update the due date to the new deadline.
What happens when an action item is overdue in ChangeGPS Action Meeting?
Overview of overdue action items in Action Meeting, including reminders and dashboard visibility