You can have an automatic To Do list item remind you when you have sessions that have not been finalized.
How to turn on the unfinalized notes alert
In the top navigation bar of Therabill, put your mouse over Admin and then click on Defaults & Settings in the drop down menu. This will bring you to the Defaults & Settings page. On the left, click on Alerts to go to the Alerts Defaults & Settings. In the Alerts Defaults & Settings, put a check next to the option labeled Unfinalized Notes.
You can define when Therabill should put up the alert. In the setting description, there are two parameters that you can set. The description reads When session has not been finalized within X to Y days of date of service.
You can change the X & Y parameters. For example, if you enter X as 2 and Y and 20, then Therabill will put the alert for any session that had a date of service between 2 days ago and 20 days ago and has not been finalized. NOTE: The second parameter (Y), should be greater than the first parameter (Y), otherwise no sessions will ever match.
Remember to click the Save Changes button at the top to save your changes.
The To Do Reminder
If you have turned on this setting, then you will get an item in your to do list on your dashboard when any confirmed, not cancelled session meets your date range criteria and has not been finalized. In the to do item, you can click the view icon to show each session. From there, you can then open up the sessions.
In order for a session to match, it must meet all of the following criteria.
- It must have a date of service within your alert date criteria.
- It must have a client associated with it (no open time slots).
- It must have a provider associated with it.
- The session must be confirmed.
- The session is not a cancelled session (as defined by session classes).
- The session is not finalized.
What about the provider portal
The to do alert will also display in the provider portal if the therapist has sessions that meet the unfinalized criteria. They are restricted to only sessions where they are the rendering provider or the supervising provider.