video1.0<iframe src="https://www.loom.com/embed/db4558cc6caf467c9d676e64b9731a54" frameborder="0" width="2184" height="1638" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>16382184Loomhttps://www.loom.com16382184https://cdn.loom.com/sessions/thumbnails/db4558cc6caf467c9d676e64b9731a54-bcd1edf7e0ae0755.gif147.3803In this video, I walk you through the process of saving views to help identify families that need follow-up during the verification process. I highlight how families may revert their submitted forms back to "in progress" as they make necessary edits, which can lead to some being overlooked. I demonstrate how to filter for forms currently in progress and those that were previously submitted, allowing us to easily track these families. I encourage you to save this customized view, which I named "Follow Up - In Progress," so we can efficiently manage our follow-ups moving forward. Thank you for watching, and I hope you find this feature helpful!