Notification on Over Due Metrics
Overview
To help teams stay on top of outstanding client surveys, the Metrics tab now displays a clear alert whenever a survey becomes overdue. This update ensures users can quickly identify items that require follow‑up and maintain accurate completion rates across their practice.
What’s New
When a survey passes its expected completion date, an Overdue alert will automatically appear in the Metrics tab. This visual indicator makes it easier to:
Spot surveys that need attention
Prioritize follow‑up with clients
Keep survey completion metrics up to date
Reduce delays in workflows that depend on timely survey responses
Where the Alert Appears
The alert is displayed directly on the Metrics tab, alongside other survey performance data. Hover over the visual alert to review key details.
Which surveys are overdue: each overdue survey will show the same visual notification
How long each survey has been overdue: hover over the visual notification to review these details
This helps teams quickly assess the impact and take action.
How It Helps Your Workflow
This enhancement supports practices by:
Improving visibility into outstanding tasks
Reducing the risk of missed or delayed surveys
Ensuring more accurate and timely data collection
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