Adding the Session Note Icon to Invoice Clients and Insurance Screen
When migrating client sessions from Jituzu into MCP, any session note (not progress note) written in Jituzu is transferred along with it at that same time. Once in MCP, you can retrieve that session note by visiting Daily Activity >> Client Sessions and then choosing the date in question.
If a session note was added in Jituzu to a specific session, MCP will display an icon that resembles a white clipboard (not to be confused with icon of the progress note clipboard) at that screen. By clicking the 'file folder' adjacent to the icon, you can review any corresponding session notes written by the provider and take whatever action might be required.
It would be extremely helpful to be able to view that same white clipboard icon at the Invoice Clients and Insurance Screen as well. For some reason that icon isn't there but other repeated icons are. Please add in that icon as I believe it would serve as another level of review before submitting an electronic claim.