Using the New Appointment Statuses on Session Note Documents

You can now filter Session Note Documents by two new statuses — Pending Signature and Pending Completion — so you can quickly find the notes that still need action. These replace the single, less specific Pending status.

Filtering Session Note Documents

• Go to Manage Client --> Session Note Document.

• Open the Status dropdown and choose Pending Signature (written but awaiting a signature) or Pending Completion (still needs completing). The list refreshes automatically.

Picture1: Session Note Documents Status dropdown with the new statuses

Including Pending Sessions on the Report

• Go to Reports --> Audit Tools --> Session Notes.

• Check Show Pending Appointments (previously Show Unrendered Appointments) and generate the report.

Notes:

• The old Pending status has been removed — use Pending Signature or Pending Completion instead.