File Cabinet Updates: Session Note Folders

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

Open

Filters

• Click to expand the filters

• You can now filter by the 4 new columns

Open

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