What it shows
Team overview is an oversight dashboard for owners, admins, clinical directors and compliance staff. Managers open it with Overview on the Team page; compliance staff find it in the Agency group.
- Notes this month against your plan's allowance.
- Notes awaiting co-signature, drafts older than the agency limit, and clients without a clinician.
- By team member: clients, notes this month, share of notes, open and overdue drafts, notes awaiting sign-off and the last session.
- Waiting for a co-signature: each note with its client, type, author and date.