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Tracking incomplete notes

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7 comments

  • Sara

    Hi Amanda,

    In order to view a list of incomplete or missing notes, you can utilize the Reminders feature for this information. The Reminders tab is located on the left and includes information about which clients have missing notes for their appointments as well as direct links to add those notes.

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  • Amanda Spriggs

    Hey, I have 2 sessions that I haven't written notes for and still don't see any reminders when I click on the reminder tab. Is this something I have to setup first?

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  • Sara

    Hi Amanda,

    I was able to look into your account to see why this was occurring and can see that you only have one client in your account. Unless you are referring to a different account than the one you are writing in from, this is why you aren't seeing note reminders.

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  • Shalena Havens

    Is there a way to see unsigned started charts? I get that there is an icon note to show when a note has not been started, and then reminders does show notes not completed for previous days, what I am wondering is if there is a way to see notes that have been started, but not signed and completed. That group seems to end in the void...

    it would be awesome if the color would change for completed/signed...

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  • Sonia Kahn

    Hi, I see that there is an incomplete note for one of today's sessions in my Evening Summary email, but the incomplete note is not showing up in my Reminders tab. Is this a setting I need to turn on, or is there a glitch? 

    Thank you!

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  • Amanda Spriggs

    Sonia,
    Is it that the note hasn't been started at all or it just hasn't been signed? I often start notes during session and am required to save them, even though I'm not done writing them. It is my understanding that saving any version of edits to a note will remove them from your reminders tab, even if they haven't been signed yet. I think the reminders tab only shows notes that haven't been started at all. I have my evening summaries turned off. Perhaps that's the only way to get a list of incomplete/unsigned notes that have had at least some edits made to them.

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  • Sonia Kahn

    Hi Amanda, I actually don't ever sign my notes, so I am referring specifically to notes that have yet to be started.

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