Tracking Activity

Keeping track of your work helps you manage your practice effectively and ensures accurate records.

Your Activity Dashboard

Your dashboard shows:

  • Active Clients - Current relationships
  • Total Sessions - Sessions completed
  • Hours Delivered - Total hours worked
  • Pending Proposals - Awaiting your response

Viewing Your Relationships

Active Relationships

See all current clients:

  • Client name and service type
  • Hours allocated vs. used
  • Last session date
  • Relationship status

Completed Relationships

Historical view:

  • Past clients
  • Total hours delivered
  • Completion dates

Session History

Viewing Sessions

Navigate to view all logged sessions:

  • Date and duration
  • Which client
  • Your notes
  • Chronological listing

Filtering

Filter sessions by:

  • Date range
  • Client
  • Service type

Monitoring Your Workload

Current Capacity

Track your load:

  • Active client count vs. maximum
  • Hours committed across relationships
  • Upcoming session schedule

Balancing Workload

Use tracking to:

  • Know when you have room for more clients
  • Identify when to update availability status
  • Plan your time effectively

Session Accuracy

Why Accurate Logging Matters

  • Ensures proper billing for clients
  • Documents your work
  • Creates accurate history
  • Prevents disputes

Reviewing Your Logs

Periodically check:

  • All sessions are logged
  • Dates and durations are correct
  • Notes are meaningful
  • No missing entries

Reporting

Available Reports

Depending on system configuration:

  • Sessions per period
  • Hours delivered
  • Client completion rates

Exporting Data

You may be able to export:

  • Session history
  • Activity summaries
  • For your records or reporting

Best Practices

Stay Current

  • Log sessions promptly
  • Update availability regularly
  • Respond to proposals timely

Review Regularly

  • Check your dashboard weekly
  • Verify session logs monthly
  • Ensure records are complete

Manage Proactively

  • Anticipate capacity changes
  • Communicate with admin about workload
  • Plan for vacations or absences

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