Create Learner Session Note Follow

This article reviews how to create and save a Session Note for a learner after a session. 

Once you have a Session Note Template, staff can use it to complete Session Notes for learners. The session notes will be saved in the learner's Timeline & Reports section. 

You can start creating a session note at any time, during a session or after the session is complete.

Steps to Complete a Session Note

1) Select Template: To complete a Session Note for a learner, go to Timeline & Reports and click to add a Session Note to the timeline. Any templates created will be available to pick from. For example, you can have a Session Note for BTs and a Session Note Template for Supervision. 

2) Enter Date and Time of Shift: After selecting a template, enter the correct billable date and time (shift) that is being billed. The date and time can be edited later if needed. The session time is not autogenerated from the session since there can be multiple shifts within a data collection session. 

Click on Create Session Note. This will display the Session Note that needs to be filled out by staff. Some sections will be auto-generated from session data. Imported data will automatically display based on the shift start and end time.

3) Fill in Session Note Template: Each session note template is unique based on what your leadership team created. Fill in all required fields and narrative sections. Double-check billable date and time since the session data will display based on this period. 

4) Sign the Note: To finalize the session note, you need to sign the note. The signature will create a timestamp of when it was signed at the bottom of the Session Note. Once it's signed, it can't be edited unless you unsign the note. To finalize the revised session note, you will need to sign it again. The new date and time will appear on the new signature timestamp.