File Cabinet Updates: Session Note Folders
New columns and filters have been added to the Billable and Non-Billable Session Note folders in the File Cabinet to allow user more data visibility and to improve search capabilities.
Table Columns
Navigate to Clients>File Cabinet
Select a client
Select the Session Notes or Non-billable Session Notes folder
4 new columns will be visible on the table
Appointment Date
Service Line
Service Name
Billing Code
Filters
Click to expand the filters
You can now filter by the 4 new columns
Good to Know:
The 4 new columns and filter options have only been added to the Session Notes and Non-billable Session Notes folders
If a session note is not connected to an appointment or the appointment has been deleted, no values will display in the new columns
The ‘Select' checkbox has been moved to the left of the table