For larger organizations, it can be challenging to keep a clear eye on needs for session notes or what step of the review process a session note is in. If we were able to add tags to session notes and filter by those tags in our reports, this would allow much more flexibility. For example, we have several session notes that we can't send to lumary anymore because they were manually completed in lumary but it will still show in our view that because our filter shows any appointments that have not been sent to lumary yet. We have some notes we might want to flag for a Director or Manager to review so we could have a saved view if we could create a tag for that. We could have a tag for the note once it's been reviewed and sent back for corrections so we know which step of the process it's in, etc.