Implement Advanced Sorting, Filtering, and Caseload Management on the Home Screen

Currently, the home screen dashboard lists sessions in a static format. As a clinician's caseload grows, it becomes difficult to quickly identify which notes are pending, prioritize unsigned documentation, or organize the dashboard by client status.

To maintain strict compliance and improve administrative efficiency, providers need the ability to customize how their sessions and notes are displayed.

Requested Features / Solutions:

• "Unsigned Notes" Quick-Filter:

  • Add a dedicated, one-click filter at the top of the dashboard to display only unsigned/pending notes, allowing clinicians to quickly complete outstanding documentation.
    

• Multi-Directional Date Sorting:

  • Allow providers to toggle the session list in both ascending (oldest to newest) and descending (most recent to least recent) order.
    

• Advanced Filtering and Sorting Options:

  • Implement dropdown filters to organize the dashboard by:
    

    • Client Status: Active vs. Inactive clients.

    • Alphabetical: Sort by client last name.

    • Date Range: Filter sessions by specific weeks, months, or custom date ranges.

    • Signature Status: Signed vs. Unsigned notes.