Session Notes and Progress Reports
This reviews how to build note and report templates and how to use notes and reports in Motivity.
30 articles
- Cloning a Note
- How to Download or Export Session Notes, Common Notes, & Reports
- Adding Labels to Note Templates
- Making Text Bold or Italicized
- Session Note History
- Editing Contents of Signed Session Notes
- Display billing units in session notes
- Create Learner Session Note
- Enhanced Note Permissions
- Content of Downloaded Notes
- Editing Note Template Fields with Checkboxes, Radio Buttons, and Drop-Down Menus
- Creating Note and Report Templates in Motivity
- CASP Session Note Templates
- Motivity Alerts You of Certain Conditions through Color
- Configuring Targets Import In Session Notes
- Filtering Pending Notes
- Setting up Session Note Approval Workflow
- Pending Notes
- Adding Learner, Member, and Organization Profile Information into a Note Template
- Creating Filtered Subsections in Notes
- Accessing Session Notes
- Drawn Signatures
- Geolocation on Notes
- Capturing Parent/Caregiver Signatures on Session Notes
- Note Types
- Label-based Session note permissions
- 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.