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.