Session Notes and Progress Reports
This reviews how to build note and report templates and how to use notes and reports in Motivity.
29 articles
- Cloning a Note
- How to Download or Export Session Notes, Common Notes, & Reports
- Adding Labels to Note TemplatesThis article explains how to label note templates so you can quickly filter your search and find the template you need.
- Making Text Bold or ItalicizedThis article outlines how you can make text bold, italicized or both in both the program builder and the note template builder.
- Session Note HistoryThis article outlines how to see all past versions of a session note that has been rejected in the past
- Editing Contents of Signed Session Notes
- Display billing units in session notes
- Create Learner Session NoteThis article reviews how to create and save a Session Note for a learner after or during a session.
- Enhanced Note PermissionsThis article outlines the different options for note permissions with examples for different roles.
- Content of Downloaded NotesThis article outlines the content of downloaded notes.
- Editing Note Template Fields with Checkboxes, Radio Buttons, and Drop-Down MenusThis article outlines how you can edit fields that utilises lists in the form of Radio Buttons, Drop Downs or Check Boxes.
- Creating Note and Report Templates in Motivity
- CASP Session Note Templates
- Motivity Alerts You of Certain Conditions through ColorThis article outlines how Motivity alerts you of certain conditions using different colors and what different alerts mean.
- Configuring Targets Import for Raw Target Data In Session NotesThis article outlines how you add the Target Imported Field to import raw target data into your session notes and your options for what target information you want included in…
- Setting up Session Note Approval Workflow
- Pending NotesThis article describes where you find pending notes and how you can filter them.
- Adding Learner, Member, and Organization Profile Information into a Note TemplateThis article outlines how you add imported fields into note templates for easy population of information when you create a session note or report.
- Creating Filtered Subsections in NotesThis article outlines how you create filtered subsections in note templates
- Accessing Session Notes
- Drawn SignaturesThis article outlines how to set up drawn signatures in note templates and how to sign a note where drawn signatures are required.
- Geolocation on NotesThis article outlines how toturn on geolocation in note templates and how to sign notes where geolocation is required.
- Capturing Parent/Caregiver Signatures on Session NotesThis article reviews how to capture a parent signature on a session note when required.
- Note Types
- Label-based Session note permissionsThis article outlines how to use labels to limit who can create specifc types of session notes.
- How to Approve or Reject a Session Note
- AIO: How to View and Edit Appointment Details
- Hidden/Internal Note SectionsHidden Note Sections (also called Internal-Only Sections) allows template administrators to mark specific sections of a session note as internal-only. Internal sections are visible inside Motivity Clinical but are excluded…
- Adding Member Credentials to Session NotesLearn how to sync provider credentials from Practice Management into Clinical session notes for clean documentation and payor compliance.