This video gives an overview of the Activities and Auditing features in Hi Rasmus
Note: Activities and Auditing reporting across clients is only available for Enterprise level or Premium users, however a Client's History page contains these same features to allow for filtering and adding column views. For more details on Client History click HERE
With Activities and Auditing reporting capabilities in Hi Rasmus you can do the following across clients:
- Bulk send completed sessions that are linked to a practice management system appointment
- Add details from the session, appointment or client profile to the overall activities view and export the information into an Excel file
- Mass export PDF versions of session notes
- Save different filter views
- View changes to client profiles, user profiles or client sessions
Activity Status Key
| Status Type | Description |
 |
Pending notes (client notes not complete) |
 |
In progress (client session currently in progress |
 |
Pending signature (activity requires signature) |
 |
Activity complete |
|
|
Activity transferred to Practice Management Software |
