Page Comparison

Important: Please check with your System Administrator to confirm which of the following requirements are needed to complete a billable appointment in your system:

• staff verification (always required)

• parent verification

• session note entered

All completed appointments will display in the calendar with white lines as displayed below:

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The appointment status will display as Completed

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A completed appointment in the mobile app will display as “Completed” as displayed below:

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• You can also access your appointments through the mobile browser

Enter a Staff Verification

Open your appointment & go to the Verification Options

Select Staff

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Then verify your actual worked time by updating the actual start & end time

Once complete select VERIFY:

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Select Choose Appointment

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Then Select applicable session

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When ready to verify select Verify

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Then verify your actual worked time by updating the actual start & end time

Once complete click the orange Verify box

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• Once an appointment is verified, the verified time will now be the time displayed in the calendar

  • The scheduled & verified time will both be reported in the payroll export

• Once an appointment is verified, the time cannot be changed unless your company has provided you with the “Edit Verified Appointments” permission

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Enter a Parent Verification

Open your appointment & go to the Verification Options

Select Parent

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Then have parent sign the Signature field

Then enter details into the Parent Name & Relationship fields

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Once complete, select SAVE

Open your appointment & go to the Verify tab

Scroll down to Parent

Then have parent sign the Signature field

Then enter details into the Parent Name & Relationship fields

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Once complete click the orange Verify box

• On the Mobile App - the sync option in the upper right hand corner should only be selected once ALL details pertaining to the session (data collection, verification and a session note) have been completed and are ready to be synced

  • Syncing a session can only be done 1x, all other changes to that specific session will need to be done through the browser

• If your organization requires a parent signature in your SESSION NOTE & a parent verification:

  • When a parent signature is completed within a session note FIRST then the signature will also apply as the parent verification requirement

  • If a parent completes a parent verification first & a parent signature is also required in the session note then they would need to sign the note as well

Enter a Session Note

Go to the Session Note Tab:

Select the Template you would like to use

Complete all required fields marked with an *

Select “Submit Note” when complete

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To learn more about our Draft Mode & more saving options click this link below:

Session Note Enhancements

Go to the Session Note Tab:

Select the Template you would like to use

Click Select Template

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Choose the Template you would like to use

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Then complete all required fields marked with an *

Once all details for your session are complete, you can click the “sync” option in the upper right-hand corner

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