Note Status Report

Note Status Report

Run a report to discover the status of your notes.


Step 1: Navigate to the Reporting page and select Note Status Report.

Step 2: Filter by professional, date range, note status. Then, select Filter.


Totals for each note type will show above the list. 

Note types include: Missing, Written, Signed, locked.



Step 3: To update a note, select the session date.
This will open a new window and allow updates without leaving the report.
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