The schedule view is helpful but missing a key feature for us: The ability to separate forms and charts in the filtering. The main use is to see what forms and charts are not completed, but I cannot separate the two in the filtering.

Looking for which ones are completed fall into two main buckets for us: Before the day starts we see which guests need to complete FORMS.

At the end of the day we see what providers need to complete CHARTS.

The filtering only names "forms" but it looks at both forms and charts. Thus, a person with an incomplete CHART at the beginning of the day shows up in the "Not started" filter, even though the client did complete their FORM.

Without separating the two, the filters become almost useless for our case. We end up clicking on lots of appointments to see what needs completed. It is just as easy to go through the calendar at that point.

I propose adding a filter button at the top to show: forms, Charts, Both

Then the other filter for completion status can stay the same but the previous filter selection will only show you the one you care about.