Display Appts with Missing Notes in the Dashboard | Voters

Display Appts with Missing Notes in the Dashboard

complete

Mollie Wolf, LMT

The new dashboard with a report of unlocked notes is awesome. Can that widget include also appointments without notes, not just started notes that are still unlocked?

December 4, 2022

Tyson Edwards

marked this post as

complete

Wendy Molinaroli

Tyson Edwards: Are these unlocked notes or missing notes, or both?

Tyson Edwards

Wendy Molinaroli: This is a list of Appts with Missing Notes. There is a separate widget for Unlocked Notes.

Tyson Edwards

Hello everyone. We have a new Missing Notes widget available in the Dashboard Library. Would you all mind taking a look and giving me any feedback?

Sarah Holt, Reg. OT (BC)

Tyson Edwards: This is great! My only feedback would be having a filter option (i.e., filter for types of appointments)

Heather Schumer

Tyson Edwards: It looks like the little dropdown/filter button doesn't have anything under it.

Heather Schumer

Sarah Holt, Reg. OT (BC): and also how far back you want it to go to list.

Tyson Edwards

Heather Schumer: This would list the practitioners you could filter by. If you are the only one, I guess no options show for you. We'll probably add some additional filters as we get feedback.

Tyson Edwards

Sarah Holt, Reg. OT (BC): When you say types of appts, you mean by service?

Sarah Holt, Reg. OT (BC)

Tyson Edwards: For example, I have "15 minute charting" appointmnets, "consult" and "45 minute OT" appointments. So it would be helpful if I can filter and only see the 45 minute OT appointment.

Tyson Edwards

Heather Schumer: So what would be the most useful? Last 3mos, Last 6 mos, Last 12 Mos , All TIme?

Heather Schumer

Tyson Edwards: all of the above are helpful, but the counts don't seem to be accurate when compared to the missing note report selection.