Motivity

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

This reviews how to build note and report templates and how to use notes and reports in Motivity.

Session Notes and Progress Reports

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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