This article explains how you can view your scheduled sessions in a list form.


List view provides a tabular view of a patient's listed sessions, with bulk edit capabilities available. To get started with managing your appointments, follow these steps:


  • Navigate to the Appointment tab that is on the left side of your screen. Within the Appointment tab, select the List View option.


Step 1: Apply Filters

    Apply filters to refine your appointments:

1. Date: Choose a date range from predefined options (e.g., last 7 days, last 30 days, custom range).

2. Treatment Type: Select a specific treatment type to narrow down your search.

3. Patient: Choose a specific patient. If you've selected a treatment type, only patients relevant to that type will appear in the dropdown list. If you have not selected any type, patients who have active auth will be displayed. 

4. Provider: Select one or more providers.

5. Service: Choose the specific service. 

6. Place of Service: Choose the location of the service.

7. Status: Filter sessions based on specific statuses, including "scheduled," "rendered," "no show," and "Cancelled by Client (CC)."
8. Notes: Choose an option from the drop-down menu. 

9. Billable/Non-billable Toggle: Switch on the toggle to view billable and switch it off to view non-billable sessions.

Once you have applied all the required filters, click on the "Go" button.

(Fig 1.1) 


Step 2: Manage Sessions

Once you click on the "Go" button, you will see the following details

1. Lock Icons: The lock icon denotes the status of the session concerning billing. 

  • Teal Lock Icon: Indicates that the session can be editable.
  • Yellow Lock Incon: This indicates that the sessions are in the billing process. 
  • Grey Icon: It indicates that those are timesheets. 
  • Red Lock Icon: Denotes a session that has already been billed; it requires pulling back from billing to make any changes.

2. Patient: The names of the patients will appear here. By clicking on their name, you can view their profile.

3. Service & Hrs: You can view the service and the specific hours for the appointment. By clicking on it, you can view the authorization screen. 

4. Providers: The names of the providers will appear in this column. By clicking on their name, you can view their profile.

5. POS: Displays the location of the appointment.
6. Scheduled Date: Indicates the date of the appointment. 
7. Hours: Shows the duration of the appointment. 
8. Status: Displays the current status of the appointment.

9. Session Notes: Denotes the availability of session notes:

  • Black: No notes available.
  • Yellow: Notes require evaluation.
  • Green: Notes have been reviewed and approved.
  • Red: Notes that have been reviewed and failed. 
    • If you click on the chat icon, you can review the sticky notes added for the sessions.

10. Action Column: In this column, you can perform various actions. 

  • Add Notes: Create session notes using templates from your system settings (e.g., SOAP Notes).
  • View Notes: Access notes from previously completed forms.
  • View HiRasmus Notes: Review notes specifically related to HiRasmus.
  • Copy Notes: Duplicate notes for editing.
  • Edit Session: Modify session details, such as authorization, service, etc., in a popup box.
  • Upload Notes: Upload any handwritten or scanned notes.

11. Checkbox:  Choose the sessions and edit them accordingly. Please note only the sessions with a teal lock can be selected. 

12. Download Icon: Download the List View in PDF or CSV format for your convenience.

(Fig 1.2)


(Fig 1 - List View)


[In the tutorial below one of our experts demonstrates how to navigate the List view.]