Using the Auto-Text Buttons for Session Notes

Using the Auto-Text Buttons for Session Notes


    • 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 ...
    • 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 ...
    • 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 ...
    • 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 ...
    • Font Consistency for Survey Rich Text Field

      Step 1: Select the text you want to adjust in the Rich Text field. Step 2: Cut the text by: Pressing Command/Control + X on your keyboard. Or right-clicking the highlighted text and selecting Cut. Step 3: Click inside the Rich Text field where you ...