Setting up Session Note Approval Workflow Follow

This article will describe the capabilities of Motivity's Session Note Approval Workflow. For assistance with setting up your Session Note Approval Workflow in your Session Note Templates, contact support@motivity.net. 

This feature allows you to configure your organization's approval process for session notes and related forms. The approval can be customized by session note template and you can add multiple approval steps that move independently or sequentially through a step-by-step approval or rejection workflow that can include clinical, administrative, and billing approvals as well as capturing caregiver signatures/statements. 

Types of Workflows

Setting up Parent Signatures/Statements for Session Note Templates

You can capture caregiver signatures for session notes in Motivity. Caregivers can sign-in through their own accounts or they can sign a note through a third-party's account like a Behavior Technician's account. 

Setting up a One-Step Approval Workflow

Some organizations only need one person or one step of approvals (e.g. billing or clinical review). This can be customized to meet your needs and processes. 

Setting up a Multi-Step Approval Workflow

Some organizations have session notes that go through multiple approvals before being completely approved. You can customize what type of approval is needed, in what order, and who has the permissions to approve certain steps.