This article applies to Motivity Clinical. It explains how to filter the pending notes list.
Feeling overwhelmed by that pending notes tab? Well, here is how you can filter through all those notes to find the ones relevant to you:
Open up the pending notes:
from your profile
from the org's profile - or -
from your learner's profile
Select a note category
Select the filter icon in the right-hand corner
Select how you want to filter the notes:
Learner
Member
Title
Groups
Dates
Note, you can filter by more than one category at a time and you can filter by multiple items from any category (ex: multiple members at a time).
The filter icon and filter options on the pending notes list in Motivity Clinical.
Updated 10/5/26 by Alexandra Ahlgren