The Practice Summary Report

The Practice Summary Report contains metrics highlighting appointment and service hour types. Multiple drill-ins to the practice’s activities are also included. The report contains the following widgets and filters: Widgets Three indicator widgets including:  Total Service Hours / Client Charges Agreed Total  Total Cancelled Hours / Cancellation Rate  Unconverted Appointments (last 90 days) Unconverted Appointments …

Session Note Templates

Session Note Templates allow users to input all necessary information regarding learners’ progress in programs, and indicate if any adjustments should be made to their treatment plans once a session has been completed.  Users can name session note templates, add a description, and create sections with required or optional fields. In the sidebar on the …

Session Note Templates Permissions

Users with the following permissions have access to view, create, and delete session note templates, once the feature is enabled. These permissions can be enabled via the “Learn” section of the Permissions module. (Session Template > Access) Provides users with access to the “Session Template” section. (Session Template > Add New Templates) Allows users to …