Why does an appointment have an orange band?

The orange band marks a past appointment that still has open work: no session note yet, no recorded charge, or an unpaid non-zero charge. It clears once you’ve handled those. A no-show shows a white band instead of orange.

Why is an appointment in my Unresolved Sessions list?

Because it’s a past appointment (before today), it isn’t a no-show, and at least one thing is still outstanding: a missing session note, an unrecorded charge, or an unpaid charge. Clicking it takes you straight to the next step.

Does a missing CPT code make an appointment need attention?

No. Attention is based on missing notes, charges, or payments — not on CPT codes. A missing CPT won’t flag an appointment.

How do I make an appointment stop needing attention?

Record its session note, record the charge, and record payment (or set the charge to $0). Marking it a no-show also resolves it, as does muting the client’s balance when payment is the only thing outstanding, or archiving the client.

When an appointment needs attention

ShrinkNotes nudges you about past appointments that still have loose ends, so nothing slips through — an unwritten note, an unrecorded charge, or an unpaid session.

Where do I see that something needs attention?

Two places, driven by the same idea:

Unresolved Sessions — a list on your home page of past appointments that still need something. Click one to jump straight to the next step.
Orange band — a colored stripe on the left edge of a past appointment card that still has open work.

What makes an appointment need attention?

An appointment is flagged when it is in the past and at least one of these is still true:

Its session note hasn’t been recorded yet.
Its charge hasn’t been recorded.
It has an unpaid charge (and the charge isn’t $0).

Note that a missing CPT code does not make an appointment need attention — only notes, charges, and payments do.

What clears the flag?

Record the session note.
Record the charge, and record payment (or set the charge to $0).
Mark the appointment a no-show.
If payment is the only thing outstanding, mute the client’s balance.
Archive the client — their appointments drop off the list.

What about no-shows?

A no-show is treated as resolved: it’s left out of the Unresolved Sessions list, and its card shows a white band rather than the orange one — so you can still spot it at a glance without it counting as open work.