Session Buckets

Session Buckets can be used to track and organize your sessions. This can be useful if you want to follow-up on sessions at a later time. You also have the ability to set an alarm on each bucket.

Note: Adding a session to a bucket does not remove it from your reporting, invoicing, or payment screens. It is simply a designation.

Create a Bucket

1. Navigate to Schedule > Buckets.
2. Select Add Session Bucket.
3. Enter a Name and, if desired, a Description.                    
4. Click Save Session Bucket. The bucket will now appear in your list. 

Bucket Actions

Once a bucket has been created, you have 4 actions that can be done on this screen:

• View Contents - Click on the number under Sessions to display all sessions that are in that bucket. 
• Alarm  - Use this icon to set up an alert. For more information, please see: Alarms.
• Edit - Use this icon to change the bucket name or description.
• Delete -  Use this icon to remove the bucket. This will not delete any sessions that are currently in the bucket.

Add a Session to a Bucket

You can add a session to a bucket from 4 different screens:

• Calendar on Dashboard
• Billing > Bill Insurance
• Payments > Enter Payment > COB Batch Ins
• Payments > Enter Payment > Batch Ins

When on one of these screens:

1. Select the  icon.
2. Select the bucket you want to add the session to.
3. If you want to create a new bucket for this session, enter the Name and select Create.
   1. You can add a description later by going to Schedule > Buckets.

View/Edit Bucket Content

 Besides viewing bucket items from Schedule > Buckets, you can also access the buckets from your Dashboard. Any bucket with sessions will display on the left-hand side under Session Buckets. Simply click on a bucket's name to open it.

View Bucket Window

When you have a bucket open, you have 3 options:

• Select Bucket - This drop-down allows you to easily switch what bucket you are viewing.
• Edit - Selecting this icon will open the Edit Session window.
• Delete - Selecting this icon will remove the session from the bucket. It will not delete the session from the system.