Related Articles
Writing a Group Note
Guide for setting up groups can be found here: Creating Client Groups Once you have created a client group within your account settings and scheduled a group appointment, you'll be able to utilize our group notes feature. STEP 1: Click on the Group ...
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 ...
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 ...
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 ...