Verify Appointments & Adding a Session Note

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:

Open

The appointment status will display as Completed

Open

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

• You can also access your appointments through the mobile browser

Enter a Staff Verification

Open your appointment & go to the Verification Options

Select Staff

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

Once complete select VERIFY:

Select Choose Appointment

Then Select applicable session

When ready to verify select Verify

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

Once complete click the orange Verify box

• 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

Enter a Parent Verification

Open your appointment & go to the Verification Options

Select Parent

Then have parent sign the Signature field

Then enter details into the Parent Name & Relationship fields

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

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

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

Choose the Template you would like to use

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

Alerts for Incomplete Appointments

• Staff will be able to see if appointments require further action in order to meet their company designated settings for marking an appointment “Complete”