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 the note has been written but NOT signed.
Red lock icon indicates that the note has been written and LOCKED.
To lock a session note, you will click on the "Lock" icon in the upper right-hand corner of the note.
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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.
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