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Session Notes
Everything about creating, editing, and modifying session notes within Motivity.
Accessing Notes
Writing Learner Session Notes
Session Note Approval Workflow (1)
Creating Session Note Templates
- Configuring Targets Import In Session Notes
- Creating Note and Report Templates in Motivity
- Label-based Session note permissions
- Creating Filtered Subsections in Notes
- Adding Labels to Note Templates
- Adding Learner, Member, and Organization Profile Information into a Note Template
- Display billing units in session notes
- Editing Note Template Fields with Checkboxes, Radio Buttons, and Drop-Down Menus
- Note Types