Related Articles
Note Status Report
Step 1: Navigate to the Reporting page and select Note Status Report. Step 2: Filter by professional, date range, note status. Then, select Filter. Totals for each note type will show above the list. Note types include: Missing, Written, Signed, ...
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.
Creating Custom Note Template
Step 1: Navigate to Account Settings within the Setting dropdown. Step 2: Go to Custom Notes tab then click + Add New Custom Note. Step 3: In the Properties tab, enter the name for the new note template and choose whether you want it to include the ...
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 ...
List of Available Note Templates
The following is a list of all note templates currently available for use. Session Note Templates · CBT Note fields o Today’s Agenda o Homework Compliance o Notes o Symptoms o Interventions o New Homework o Next Session’s Agenda ...