Session Notes

Accessing Notes

• Accessing Session Notes

Pending Notes

• Filtering Pending Notes
• Pending Notes

Session Note Approval Workflow

• Motivity Alerts You of Certain Conditions through Color
• How to Approve or Reject a Session Note
• Drawn Signatures
• Setting up Session Note Approval Workflow

Writing Learner Session Notes

• Geolocation on Notes
• Editing Contents of Signed Session Notes
• Capturing Parent/Caregiver Signatures on Session Notes
• How to Print/Save a Session Note (& Features of Printed Notes)
• Create Learner Session Note

Creating Session Note Templates

• Adding Learner, Member, and Organization Profile Information into a Note Template
• Creating Filtered Subsections in Notes
• Label-based Session note permissions
• Adding Labels to Note Templates
• Create Session Note Templates