Recording Missed CSFP Visits & Discontinuing Participants for Consecutive Missed Visits

How to accurately track missed visits & discontinue participants who miss consecutive visits.

Go to the CSFP Visit Dashboard
Select the desired filters for Location Group (Food Bank), Location, Subsite
Select the desired month
Set 'Has Month Visit' to No
Set 'Has Month Missed Visit' to No
Any remaining records once these filters are applied should likely have a Missed Visit recorded for them. I would recommend reviewing the list before making any bulk edits.
To mark Missed Visits for these records, you can use the 'Select All' button, or select records individually using the checkboxes on the left side. Then click 'Mark As Missed Visit'.
You'll be prompted to select a date. If you know the date of the distribution that they missed, this should be the date set. Otherwise, choose a date in the month you're working on.

Go to Reporting > Dynamic Reports
Select the Missed Visits Report (you can search Missed in the box and it will come up)
Select the desired date range (1/1/25 - 5/29/25 would work fine for this)
Use the filters at the top to select the desired group of participants you want to review (Food bank/Location/etc.). Most clients in this report are certified, so you may not need to apply that filter
You can sort this report by clicking on the "Consecutive Missed Events Before End of Range".
Export the report by clicking 'CSV' or 'PDF' depending on your preference.
You can then use this for the next part to determine who should be Discontinued.

Go to CSFP Dashboard
Filter for your Location Group (Food Bank), Location, Subsite
Set 'Status' to 'Certified'
Compare this list to the Missed Visits report you pulled in the last step and use the checkboxes on the left to select any clients who have had more than 3 consecutive Missed Visits
Once selected, click 'Discontinue' and choose the "No Show" for three consecutive months

If you've already sent out notifications to these participants (or they received them in person already), click 'Save and Notify'
If you have not yet notified them, click 'Save and Exit'

To see who you have pending notifications for, change the 'Status' filter to 'Pending Discontinued'
This will generate the list of people that need to receive a notice
You can export this list to a CSV, which will export the addresses with their names so that you can easily print them onto an Avery label template
You can then use the checkboxes to select multiple participants once you've sent their notifications and click 'Complete Notifications'