Tracking high-priority scheduled session(s) pertinent details that require attention. Reports can be downloaded within each hyperlinked section as PDF or CSV file type.

Scheduled Not Rendered

Sessions that are pending to be rendered by the provider to proceed to bill or need to be canceled.

Sessions Not Attended Last Week

Sessions that were not serviced on the prior week and need attention either acceptance or cancelation.

Session Missing Patient/ Provider Signature

A session that is pending a provider/ patient signature is to be rendered and billed.

Session Note Missing 

This table lists the sessions that are missing notes for a rendered date of service.

Sessions Having Unlocked Notes

This table lists the session with unlocked notes. The list can be filtered by patient, provider, and date range.

Scheduled/ Rendered/ Canceled Client Count

This table provides the count of sessions scheduled, rendered, and canceled by client by month based the selection in the date range.

Clients Without Schedule

This table provides the list of clients for the given date range selection without any scheduled sessions.

In the tutorial below one of our experts demonstrates how to navigate the scheduler box from dashboard view.