This article applies to Motivity Clinical and Motivity Practice Management. It explains how to find your Motivity Practice Management appointments in Motivity Clinical and link session notes to them.
Finding Appointments in Motivity
Go to your home page
Look for the "Appointments" tab in your dashboard.
The number within the circle indicates how many appointments you have that day
The Appointments tab on the Motivity Clinical home page, with a circle showing the number of appointments today.
Click on "Appointments"
This will display all your appointments for the day
Use the arrow buttons to see appointments in the future and past
Use the calendar button to see appointments from any day
Use the "Today" button to return to today's appointments
Click on your relevant appointment to be taken to the learner's profile
The day's appointments from Motivity Practice Management listed in Motivity Clinical, with arrows, a calendar button, and a Today button.
You can also view appointments from an individual learner's dashboard
The appointments shown on an individual learner's dashboard in Motivity Clinical.
Linking Session Notes
Either during or after your session, click "+ Note"
Select your note template
Now you can either select your appointment or create a standalone note
Creating a standalone note means it WILL NOT be linked to any appointment
If you need to link your note to your appointment, ALWAYS select the appointment button
Selecting the appointment button will automatically link the note to your appointment in Motivity PM
An animated walkthrough in Motivity Clinical of creating a note and selecting the appointment so it links to Motivity Practice Management.
The note template selection screen in Motivity Clinical, with the appointment button that links the note.
You can also create and link your note from the Timeline and Reports tab.
Click on Timeline and Reports
Click the +Note icon on the right-hand side
Follow the same process as listed above
The Timeline and Reports tab in Motivity Clinical, with the +Note icon and the highlighted appointment banner on the right.
Clicking the rectangular banner highlighted in yellow on the far right of the screen with the time of the appointment will automatically link your note to your appointment in Motivity PM.
Here is a video that takes you through the process of locating an appointment, taking data, creating a session note, and then linking it to the correct Motivity PM appointment: