Session Note Settings: Options for Collecting Caregiver (Or Additional) Signatures on Session Notes

Hi Rasmus has multiple options for collecting Caregiver (or other additional types) signatures on a Session Note. Choose the one that works best for your organization!

📹Watch: Options for Collecting Parent Signature on Session Notes

 

Custom Client Data Fields: 

In order to create signatures, first you must create custom Client Information fields. Only Manager level users and those with access to this user privilege will be able to add client data fields.

Set up Steps for Custom Client Data  Fields:

1. Navigate to [Client Information], [Settings]>>[Organization]>> [Client Information]

Within the Client Information tab, you will need to create a data field. 

2. Select the [Add Data Field] button.
3. Select a section you would like the data field be be held within, or can continue with ‘none’

4. Create a label, such as, ‘Caregiver Signature’

5. Select the ‘User’ data type 

6. Click the [Save] button on the bottom right of the pop up window. 

Assigning Parents or Caregivers with your Custom Data Fields:

1. Select [Clients] on the left-hand side of your screen. 
2. Navigate to the correct client
3. Use either the to the right of their name, or and select [Edit Client].
4. Select the [Information tab] within the middle of the client page. 
5. Navigate to the custom field you created 
6. Select the parents name from the dropdown who you would like to associate with the signature.
   
7. Select the [Save] button on the bottom right-hand side of the window before continuing.

Adding Parent or Caregiver Signatures to Session Note Templates: 

Once you have created your custom data field, and assigned parent(s) or caregiver(s) to the learner listed above, you may now add this to your session note template. 

1. Navigate to the Note templates by selecting [Settings] >> [Templates]>> [Notes].
2. Select the existing session note template you would like to require parent or caregiver signatures on.

3. Select Settings, and then click Templates from the drop-down menu below. 
4. At the bottom of the note, select the check box for [Require signature from additional people]
5. Select the parent(s) or caregiver(s) you would like to require signatures from.

 

6. Select [Save].

 

Steps to have parents manually sign a note

Once your session is complete, and while finishing a note you can have any parent or caregiver sign the session note directly. 

 

1. Access the note you would like the parent or caregiver to sign
2. Locate the section of the note that has a button that says ‘add signature’ on the bottom right hand corner. 

3. Hand the individual your device, and direct them to put their signature within the signature box.

4. Select their role within the signatory area.

5. Have the individual type their name directly onto the ‘signatory name’ section.

6. Select ‘Sign Now’ once all fields have been completed.

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Updated September 2025