This article applies to both Motivity Clinical and Motivity Practice Management. It explains how a completed session note in Motivity Clinical renders the linked appointment in Motivity Practice Management.
Note: This workflow is only relevant for organizations that also use Motivity Practice Management or one of our integrated practice management partners.
When your session note is complete and all required signatures have been collected, Motivity will automatically render the linked appointment in your practice management system — no extra steps needed. This article walks you through the full workflow from creating your note to rendered appointment.
Step-by-Step Workflow
Step 1: Create a Session Note
Begin by creating a session note for the session you are documenting. Start a new session note using the appropriate template for the service you provided (e.g., the 97153 template for direct therapy).
Step 2: Link Your Note to Your Appointment
Before filling out your note, link it to the correct appointment using the appointment button within the note. This connection is what allows Motivity to render the appointment automatically once the note is complete.
The appointment button within a session note in Motivity Clinical, used to link the note to a Motivity Practice Management appointment.
Step 3: Fill Out Your Note
Complete all sections of the note as you normally would.
Step 4: Collect Caregiver Signatures (If Applicable)
If your organization requires caregiver signatures, they must be collected before your note can render your appointment. Your supervisor can confirm whether this step applies to you.
Step 5: Sign Your Note
Once the note is complete and any required caregiver signatures have been collected, sign your note. By signing, you are attesting that the content of the note is accurate and complete.
Step 6: Supervisor Approval (If Applicable)
If your organization has a note approval workflow configured, your supervisor will also be required to sign the note before it reaches a completed status. Your note will remain in a pending state until all required signatures are collected.
Step 7: Note Reaches "Complete" Status
Once all required signatures have been collected, your note's status will update to Complete, indicated by a checkmark icon. At this point, the linked appointment in your practice management system will be automatically rendered — no additional action is required on your part!
Troubleshooting:
What If I Linked the Wrong Note to the Wrong Appointment?
Example, a BCBA accidentally attached a 97153 note to a 97155 appointment. Here's how to correct it before the note is signed:
Unlink the incorrect note from the appointment. See our Unlinking a Note from an Appointment article for step-by-step instructions.
Create a new note using the correct template. For example, if the appointment was for a 97155 service, create a new note using the 97155 template.
Link the new note to the correct appointment using the appointment button, and complete the note as usual.
Important: Address linking errors before the note is signed. Once a note is signed and reaches Complete status, corrections may require supervisor involvement. Contact your supervisor if you discover an error after signing.
Have questions about this workflow? Reach out to your supervisor or our support team — we're happy to help! 💙
Last updated: 11/9/2026 by Tatum Winslow