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Reminders for unlocked notes

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6 comments

  • Ruth

    Hi Christina - Thank you for this suggestion. We're always looking for ways to enhance our product and really appreciate feedback from our customers. Please consider adding this to our Ideas and Suggestions Board, here: http://simplepractice.uservoice.com/

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  • Elizabeth F. Butler

    How do you use the report option to find unlocked notes?

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  • Ruth

    Hi Elizabeth, I'd recommend going to Reports > Appointment Status Report, adjusting the date range to your liking, hitting "Include Documentation," then use the dropdown menu that appears to change your display settings from "All Notes" to "Unlocked."  

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  • Elizabeth F. Butler

    Thank you! I never would've found that.

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  • Melissa Hill

    Why was the report to view unlocked notes taken away? The Appt Status Report no longer includes the check box for Documentation.

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  • Christy Newell

    What happened to the little symbol indicating locked/unlocked notes?  It disappeared today. 

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