Need to write a supervision note? Or maybe an assessment note but don't want to have to "run" a session? Here's how you can do it!
In order to create a note manually, a session must be set up on the client's home page. For more information on how to set up a session click here.
1. Navigate to the client's home page and select the down arrow next to [Start Session] on an existing client session. Select [Manual Session Entry]
2. Select the drop down to the left of the user name to edit the type of activity you wish to enter.
3. If you are entering an activity for someone else, select the dropdown in the user name field to select another user.
4. Make sure to edit the start date and times if the activity was conducted for a past date / time.
5. Select [Save]
6. You will be taken to a blank session summary page. If there are programs within the session and you want to enter data, select the purple checkmark next to a target to enter in data. Enter program notes in the program notes field.
If there is no data entry required for the session, skip ahead to step 9 to complete the session note.
7. To add multiple entries at once, click on the purple check mark and hold
8. Once all data is entered, scroll to the bottom and select [Save Session Data]
9. To enter a session note, select [Complete Session Notes]
10. Complete the fields in the Session Note Wizard
11. Select [Sign and Save Session Note] (if no signature is required this will just say Save Session Note)
12. Add a signature if required and select [Sign Now]
If you are using an integration, check out our integrations section in the Knowledge Base to learn how to link a manual entry to an appointment.