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How to Edit Rendered Appointments on Practice Management (Motivity Clinical & Motivity Practice Management)

How to edit rendered appointments in Motivity Practice Management.

This article applies to both Motivity Clinical and Motivity Practice Management. It explains how to revise a rendered appointment by unsigning the session note, correcting the session times to match the appointment, and signing again.

1. Click the appointment details

The appointment details in Motivity Practice Management.

2. Click on the pencil icon on the upper right

The pencil icon in the upper right of the appointment details in Motivity Practice Management.

3. Make revision on the actual start or end time and click save

The actual start and end time fields in Motivity Practice Management, with the Save button.

4. Click Yes

The confirmation prompt in Motivity Practice Management, where you click Yes.

5. Click the appointment details again- click on click to view note

The click to view note option in the appointment details in Motivity Practice Management.

6. Unsign the session notes by clicking "Unsign" on the upper right

The Unsign button in the upper right of the session note in Motivity Clinical.

7. Click Revise Time to revise the session actual start and end time to match the Practice Management appointment time

The Revise Time option on the session note in Motivity Clinical.

8. Now the green dot indicating the times are matching

The green dot in Motivity Practice Management that shows the note and appointment times now match.

9. Sign this session note as BT and approve the note as BCBA

The session note in Motivity Clinical, ready to be signed by the BT and approved by the BCBA.

10. Now the rendered appointment was revised with a new signature.

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