Sessions filter
It would be extremely helpful to have an "unsigned" tab under sessions, or a filter option that allows you to see which notes still remain unsigned, as well as filter for time frames.
It would be extremely helpful to have an "unsigned" tab under sessions, or a filter option that allows you to see which notes still remain unsigned, as well as filter for time frames.
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Comments1
Katerina Philbrick
Sep 1
This is awesome. Right now I won’t view a session until I am ready to sign/bill, because the blue dot helps me to know which sessions need attention (editing, signature, billing); once I view the session the dot disappears, and then I can’t be sure if the note is signed, billed, etc.