How to save an incomplete session that’s not ready for sign-off?

We recommend using the session status (Ready for Review) when the clinician's session is ready for sign-off. This should be used in conjunction with the "Only Allow Session Sign-Off if Status Equals- Ready for Review" under practice admin settings.

This will allow your staff to save their session notes midway through the process without submitting it. Most importantly, it will notify you when a session is ready to be sign-off once it’s ready!

To change your setting go to Settings on the left pane of the screen, under the Practice Admin tab go to “Only Allow session sign-off if Status Equals”, use the drop down to select Ready for Review and SAVE.



When saving an incomplete session, keep your status at “In Progress”. When it’s ready for sign-off, change the session status to “Ready for Review”.                                      

If you have any questions please email our support: [email protected]