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- Lumary Integration
View a Completed Scheduled Lumary Session's History
Viewing Completed Lumary Session History & Notes
The activities tab in client’s history is where you can filter and confirm if sessions have been successfully rendered to Lumary.
When viewing the list of sessions for a particular client, an icon with a green check mark and arrows circling around the check mark means a session was successfully rendered to Lumary.
You can add filters on the activities view by status to see which sessions have been rendered and/or are missing signatures and/or notes. To review more information on a client's history tab, click here.