Enabling Auto-Sign for Session Notes

Enabling Auto-Sign for Session Notes

Step 1: Navigate to Account Settings

Step 2: Go to Staff & Users tab and click on the professional's name. 

Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. 

Step 4: Add your signature by clicking 'Sign Here' then click Save Changes


Step 5: To activate the option for the Autosign Session Note, click the checkbox next to it. 

Step 6: After enabling this feature, simply add a session note then click the Signature option at the upper part of the note, and you'll find the professional's signature included.






    • Related Articles

    • Missing Session Notes within the To-Do List

      Navigate to the To-Do List tab in the menu bar and select the Missing Session Notes tab on the left-hand side. Then, click Add Note next to the desired appointment If the session should be marked missed, select . Then, make any necessary changes to ...
    • Professional Counter-Sign for Completed Surveys

      Step 1: Create a Survey by following the instructions here: Designing Custom Surveys Step 2: Click on the survey you've created, and then go to Advanced Options. This section will provide you with additional choices and settings to customize your ...
    • Using the Auto-Text Buttons for Session Notes

    • Adding / Editing Admin Notes within an Appointment

      Quickly add and view administrative notes within your client appointments to provide more context or to include important reminders. Step 1: Create an appointment on the calendar and select add under Admin Notes:. Step 2: A rich text field will ...
    • Enrolling in AI Notes

      Enroll in AI Notes - Practice Level To enroll in AI notes please reach out to support at customersupport@mbpractice.com. Then, follow the steps below. Step 1: Navigate to Account Settings - Practice Settings - Telehealth / AI Notes. Then, check Use ...