Creating Session Note Templates
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      3. Creating Session Note Templates

      Create Session Note Templates

      This article reviews how to use the Session Note Builder to create different session note templates that fulfill your payer requirements. 

      Permissions 

      Only owners have the default permission to create and manage Session Note Templates. The owner will need to give permission to other roles that may need to create or edit these templates. The image below indicates that the Admin role has the permission to manage note templates.

      manage note

      Create a Template

      First click on the settings icon and a display titled Note Templates will be available. Once granted permission, a user will have the option to add a note template. 

      settings and add note

      To create your first template, please reach out to your dedicated CSC and we will work with you to replicate and/or update your current Session Notes and put them into Motivity. 

      Once the templates are made, it's easy to edit and add to the templates. You simply open the session note and click Tap here to edit in the toolbar. 

      edit note template

       

      Last Updated: 2/27/2025