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

    • 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

    • Customizing Interventions

      STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review list of global Interventions and activate any of the ones already in the account or add additional ones as needed. ● Within the Codes & Metrics tab, click ...
    • How to Paste a Previous Session Note

      This action is applicable only when there is an existing note from a previous session. Step 1: After scheduling an appointment, access the details by clicking on the appointment, then proceed by selecting the 'Add Note' option. Step 2: Click on ...
    • Session Note Status (Written, Signed, Locked)

      When viewing appointments on the calendar, the status of the session note will be indicated on the left-hand side of the session. Yellow note icon indicates that the note has been written and signed by the professional. White note icon indicates that ...