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.