new
Checked out patients now has a Missing Notes filter

At the end of a session, tracking down which checked-out patients still need clinical notes meant scanning the entire checked-out list by eye. It's easy to miss someone, especially on a busy day.
A Missing Notes
 filter is now available in the Checked Out view. Selecting it narrows the list to only the appointments where notes haven't been completed yet, so nothing slips through at close of day.
How it works
Open the filter dropdown in the Checked Out / agenda view.
Select Missing Notes
 from the list of filter options.
The view updates immediately to show only appointments where notes are not yet complete.
The selected filter preference is saved per user and persists across logout and login.
Why it matters
Clinical notes left incomplete at the end of a session can create compliance gaps and extra follow-up work. This filter gives the front desk and clinical team a quick, reliable way to see exactly who still needs notes, without scrolling through everyone who has already been fully cleared.