This article explains how you can create and view the session notes added to an appointment.
How to add session notes:
A. Navigate to "My Schedule" from the navigation bar on the left side of your screen.
B. There are two ways you can add notes:
(a) My Schedule
1. In the "My Schedule" section, find the specific appointment by reviewing the list of past and present appointments. Click on the three dots under the action column.
2. Click on "Add Notes" and select a note from the drop-down options. You can use the inbuilt template or the admin can create their own notes using Forms Builder. Read this article to know more.
3. Complete the forms, add the signature, and click "Save."
4. In case of recurring sessions or similar appointments, you can copy your notes by clicking on the three dots under the action column. Click on "Copy Notes", choose the note, and edit them accordingly.
5. Access these completed notes by clicking "View Notes." You can also view the notes that was completed in HiRasmus/Motivity.
6. In case you use our Upload Note fearture: click on the "Upload Notes" option and upload a PDF version of your note. You can also download these notes.
7. Alternatively, you can click on Edit Session to add notes. Please follow the steps mentioned under the heading: Calendar View
(b) Calendar View
1. Click on "Calendar View" in the "My Schedule" tab or click on Calendar View menu underneath the Appointment View folder. Locate and select the specific appointment that you are looking for and click on it to open up the 'Edit Appointment Session' tab.
You can also access "Edit Appointment" screen by clicking on "Edit Session" in the My Schedule tab. Click on the three dots under the action column, select Edit Sessions and follow the next steps.
2. Click on "Actions", and then on "Add Session Note" and select a note from the drop-down options.
3. Complete the forms, add the signature, and click "Save."
4. In case of recurring sessions or similar appointments, you can copy your notes by clicking the "Copy Notes" button in the Edit Appointment screen, choose the note, and edit them accordingly.
5. View these notes by clicking on "View Notes".
6. If you would like to add sticky notes, (session / patient), click on Sticky Notes, add a note and click on Update.
(c) Timelive View
1. Click on "Timelive View" menu underneath the Appointment View folder. Locate and select the specific appointment that you are looking for and click on it to open up the 'Edit Appointment Session' tab.
2. Click on "Actions" and follow the same steps as mentioned above.
Video Tutorial
For a live demonstration of how to create session notes see the below video: