Related Articles
Session Note Status (Written, Signed, Locked)
When viewing appointments on the calendar, the status of the session note will be indicated on the left-hand side of the session. Yellow note icon indicates that the note has been written and signed by the professional. White note icon indicates that ...
Updating Client Status
Navigate to the Client Overview page within their chart. Then, scroll down to Status. Here, select the drop-down and choose the client's updated status. I.e., Inactive, Active, Wait List, Prospect.
Income Forecast Reporting
Step 1: Go to Reporting from the main menu. Step 2: Click the Forecasting tab. Step 3: To generate the report, first, adjust the date range, select a professional, set the time interval, and then click on Run Report. Step 4: After running the report, ...
Client Retention Report
View your clients’ treatment timelines in an easy-to-read report to help identify your client retention vs. attrition. Step 1: Navigate to the Reporting page. Then, select Client Retention. Step 2: Filter by time frame and professional(s). Then, ...
List of Available Note Templates
The following is a list of all note templates currently available for use. Session Note Templates · CBT Note fields o Today’s Agenda o Homework Compliance o Notes o Symptoms o Interventions o New Homework o Next Session’s Agenda ...