Hi Rasmus | Lumary Integration: Reviewing Sessions Transferred to Lumary

Review the status of Hi Rasmus activities to determine if sessions / notes have been transferred to Lumary

Viewing Completed Lumary Session History & Notes

For more details on how to review completed activities in Hi Rasmus check our our article on reporting and auditing across clients HERE

The activities tab in client’s history is where you can filter and confirm if sessions have been successfully rendered to Lumary.

Select the client and navigate to [History] >> [Activities]

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.