Subject: Weekly Documentation Summary for [Customer Name]
Here is your weekly documentation summary for [Customer Name]:
  • # Expired
  • # Expiring
  • # Not Submitted
  • # Submitted
The following documentation is expired or is set to expire in the next 30 days:
  • [Staff Name]: [Category] expired/expires [Expiration Date]
Reminders are sent to staff about expiring documentation 90 days, 60 days, 30 days, 1 week, and 1 day before expiration. Final reminder sent on expiration date.
The following documentation has not been submitted:
  • [Staff Name]: [Category] assigned on [Assigned Date] by [Assigned By Name]
Reminders are sent to staff about assigned documentation at the interval set on each category.