What Do I Need to Do as a Manager-Level User? 🛠️
Option 1 (No Action): You want the user completing the Session Notes to send their notes to the integration 🎉
No changes are needed.
Just make sure:
- Users keep their app up to date 📱
- Users follow your current note process ✅
Option 2 (Action): You want to review notes before they are sent to the integration 🔍
If your team needs to review notes in Hi Rasmus before they send them to the practice management system (PM), we recommend one update.
What to do:
- Select [Require Signature from Additional People] in the note template ✍️✍️
- Add an [Additional Required Signatories] in the section. This will prevent the note from being sent until this signature is collected. 🚫📤
💡You'll need to set up a Client Information Field to add an Additional Required Signatory.
For more information on collecting additional signatures, click HERE
Option 3 (Action): The person completing the note needs to collect another signature before sending it to the integration.
If your team uses the [Request Signature] or [+Add Signature] functionality after the BT signs the note, you'll want to follow this option to update your note templates.
💡This means that an additional signature is not required to complete the note but is collected in the moment.
What to do:
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Select [Require Signature from Additional People] in the note template.
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Leave the [Additional Required Signatories] section blank. This will allow the person who completed the note to gather a signature from another person.
Important to know ⚠️
- The "Sign and Send" option is only available if the user who created the note is the last required signature to sign.
- If there are multiple signatures required, the last signer will be responsible for clicking "send to PM" after completing the final signature.
- Requiring an additional signature will keep control of when the note is sent to the PM with a reviewer.
Steps to Sign the Note and Send to Practice Management System (PM) for the User who is Completing the Session Note.
Process Coming Soon: |
Current Process: |
| 1. User Completes the Note | 1. User Completes the Note |
| 2. User clicks [Sign and Send to PM]
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2. User clicks [Sign and Save Session Note] |
| 3. User Adds their Signature and clicks [Sign Now]
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3. User Adds their Signature and clicks [Sign Now]
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| 4. The appointment is now complete and has been sent to the PM.
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4. User clicks [Send Now] at the top of their note to send it over to their practice management system.
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5. The appointment is now complete and has been sent to the PM.
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Frequently Asked Questions (FAQ) |
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| Question: | Answer: |
| I already have at least 1 additional signature required on the note templates after the BT completes their note and signs. How will this feature change the workflow for those additional signers? |
This will not change anything for the additional signers. They will continue to sign and press the [Send Now] button at the top of the session note. See photo below:
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| I don't want my BTs to send their notes to the integration right away. I don't have any additional required signatures set up on the note template. What steps do I need to take? |
Add an additional required signature to the note template. To learn more about note templates, see HERE This way the note will not send over to the integration until all signatures are completed. The last signer will sign and press the [Send Now] button at the top of the session note. See photo below:
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| Our session notes are sent to the integration without signatures. How will this change our process? | Notes will continue to send without signature; there will be no change to the process. |
| My BT's signature is the only required signature on the note template. They use the [+Add Signature] feature to collect the parent signature. The parent is not a user in the system. What steps do I need to take? |
You will follow the steps in Option 3 in the above article.
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