Summary:

Enable automation rules that can trigger based on a combination of client status (e.g., "Active") and the absence of a specific form or note (e.g., no Termination Note completed).

Use Case:

In clinical settings, it's critical to ensure that when a client is marked "Active" beyond a certain time frame without a corresponding Termination Note, staff are alerted to follow up. Currently, IntakeQ does not support conditional automation based on the absence of a specific document or form entry.

Requested Functionality:

Allow automation triggers to include logic like:

If client status = Active AND Termination Note not submitted (or custom field/tag is blank) → then trigger Task/Alert/Email.

Ideally, support the ability to:

Check for absence of a specific form/note (e.g., by name or tag)

Evaluate custom fields or tags in automation conditions

Trigger internal tasks or reminders based on that logic

Benefits:

Reduces manual tracking for compliance-critical tasks

Prevents clients from remaining Active in the system without formal closure

Improves clinical workflow oversight and audit-readiness