Display Client Contact Name In Session Note Pending Remote Parent Review Tutorial

 

Users with permission will have the ability to see the name of the client contact they sent a request to sign a session note remotely.

 

 

Description

Good To Know

Description

Good To Know

When a staff member with permission to request a remote signature selects a client contact to review a session note, the name of the contact the request was sent to will display under the Parent Review Pending button.

This message shows:

  • That a request has been sent

  • The specific contact the request was sent to

  • Feature available on Desktop and Mobile Web only

Once the session note has been reviewed and submitted by the contact, the text will no longer display and the button will change.