The Sessions day view

Sessions is the first screen after sign-in on web, iPad, and iPhone. The layout is the same everywhere: the day at the top, the work that needs you underneath.

Today’s sessions

Each card shows the patient, time, duration, in-person or telehealth, the session language, and the note status. From a card you can:

• Start a telehealth visit (opens the lobby, see Telehealth visits).
• Document the visit in Quick Dictate.
• Complete or Reschedule the appointment.

Sessions with an interpreter or a Spanish-language family show the language chip so you can prepare.

Agenda tabs

Switch between Today, Upcoming, and Previous. Previous is where outstanding documentation lives: a visit that happened but has no signed note is flagged until the note is signed or the visit is marked as no-show.

The action queue

Under the agenda, the queue lists what is blocking revenue or care: claims that need correction, notes awaiting signature or co-sign, appointment requests from families, expiring authorizations, and denials with an appeal deadline. Each row opens the exact screen that resolves it.

Appointment requests

Families can request a visit from the portal. Requests show here and under Appointment Requests, where you accept them into the calendar or reply with a different time. See Appointment requests.

Shortcuts

• The Sessions floating button opens Quick Dictate, Book Appointment, and Quick Time Entry.
• Global search (the search field in the header) finds patients, providers, claims, and settings by name.
• Sefton Voice: hold the microphone and say what you need (“Book Maria Tuesday at three”). It reads the booking back and waits for your yes. See Quick Dictate and Sefton Voice.