Scenario - Is there an easy way to view what Sessions in Hi Rasmus haven't been linked/sent to Boost?
Solution: Yup! In Hi Rasmus Reporting you can filter Activities (and save it as a view!) so that you can easily reference which Sessions have not been linked and sent to Boost.
Access Report
As a Clinician: You can view all of YOUR activities to see what needs to be completed yet.
| As an Admin for your Organization: You can view activities for your entire organization to see what need to be done yet.
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Filter the Report
Apply the following Filters:
- Linked to Appoint = Not Linked to Appointment
- Status = Pending Notes or Pending Review or Pending Signatures or Completed
- Date/Time = Previous 7 Days (or none if you just want to see all unlinked sessions)
- Activity Type = Session or Supervision
The sessions/activities that display still need to be potentially linked and/or sent to Boost. When they activity has been sent to Boost this icon will display!
TIP! Save this as a View so that you can easily access this again.
- Click the Views icon.
- Save Current View.