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 the note has been written but NOT signed. 

Red lock icon indicates that the note has been written and LOCKED. 

To lock a session note, you will click on the "Lock" icon in the upper right-hand corner of the note. 

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• Writing a Session Note

  Step 1: Once you have added the appointment to the calendar, click on the appointment to open the chart. Step 2: Then, select Add Note to open the session note.

• Enrolling in AI Notes

  Enroll in AI Notes - Practice Level Step 1: Navigate to Account Settings - Practice Settings - Telehealth / AI Notes. Then, check Use AI Notes. *must be enrolled in telehealth first. Step 2: General Settings / Note Format Require Approval for AI ...

• Downloading a Single Session Note

  There are 2 ways to download a single session note. From Individual Session Note: 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 in the ...

• Updating Client Status

  Navigate to the Client Overview page within their chart. Then, scroll down to Status. Here, select the drop-down and choose the client's updated status. I.e., Inactive, Active, Wait List, Prospect.

• 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 ...