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


Video Walkthrough

For a demonstration of Appointment List View see the below video




List View provides a tabular view of sessions listed by patients. It also has bulk edit capabilities, allowing you to edit multiple sessions simultaneously. 


To get started with managing your appointments, follow these steps:


  • Navigate to the Appointment tab on your screen's left side. Within the Appointment tab, select the List View option.


Apply Filters


You can apply filters to refine your appointments: use the funnel button to view the filtering options.



  1. Billable/Non-billable Toggle: Switch on the toggle to view billable and switch it off to view non-billable sessions.
  2. Date: Choose a date range (e.g., last 7 days, last 30 days, custom range)
  3.  Treatment Type: Select a specific treatment type to filter your search
  4. Patients: 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
  5.  Provider: Select one or more providers
  6. Service: Choose the specific service
  7. Place of Service: Choose the location of the service
  8. Status: Filter sessions based on specific statuses
  9. Notes: Choose an option from the drop-down menu
  10. Specific Notes: Filter will help you filter out the sessions by specific note type


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

  


Manage Sessions


Once you click on the "Go" button, you will see the session list out by the details you filtered out:


1. Tool Tips: Below the sessions table, you will find tooltips that explain the meaning of each icon. You can also view the total session count in this section. 

  • Teal Lock Icon: Indicates that the session can be editable.
  • Yellow Lock Icon: This indicates that the sessions are in the billing process. 
  • Black 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.
  • Yellow Note with a '+' Icon: This indicates the session notes available for audit. 
  • Green Messaging Icon: Represents the sticky notes which can be added. 


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:

  • grey: 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.
  • Copy Notes: Duplicate notes for editing.
  • Edit Appointment: Modify session details, such as authorization, service, etc., in a popup box.
  • Session History: Use this option to view an updates made to the appointment with timestamp.
  • Charge Patient: Use this option to charge the patient for the session.


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

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



Bulk Update sessions:


You can select a session using the checkbox on each session card. To select all sessions at once, use the checkbox in the top-left corner for bulk selection.

Once sessions are selected, you can make multiple updates at the same time:



  1. Update Status: You can update the session status in bulk, such as marking sessions as rendered or canceled based on your needs.
  2. Bulk Audit: When reviewing multiple session notes, you can use the bulk audit option to accept or reject notes all at once instead of updating each individually.
  3. Bulk Update: This option allows you to update session details in bulk, including activity or service (Only if the client that is selected is one individual), session time, provider, or Place of Service.
  4. Bulk Delete: Use this option to delete selected sessions altogether.
  5. Bulk Lock: This will lock all selected sessions at once.