Track and Complete Journal Entries

Track and Complete Journal Entries

In the Dashboard, you can track incomplete journal entries or appointments still waiting for a journal entry to be created. It's useful to make sure you stay on top of all documentation and that no tasks slips between the cracks.

Journal status by appointment

You can see directly on an appointment if it needs to have a journal entry created or, if it already has one, if it needs to be reviewed before publishing. 

This is useful if you want to make sure all appointments for the day have had their journal entries added - for example, checking that yesterday's schedule is fully up to date.

All draft entries, in one place

If you'd rather work through everything that needs finishing, the Draft Journals count in the Dashboard's Activity section gives you a single list of every journal entry still in draft, across all appointments and dates. 

This gives you a single view of everything still waiting to be completed — useful when your focus is clearing outstanding work rather than checking a particular day.

Step-by-step