Documentation Sessions (Supervisor Session Notes)

If you do not see your scheduled session, you will need to schedule it first by selecting "Schedule Session" from the client profile. 

Select "Document"

A preview of the session note will appear. To begin editing, select "Begin." 

Select "Begin"

Select the pencil to edit the session details. Here you will update the time of the session and confirm/ update any other information. The units will automatically calculate after saving with the session times.  *If you do not edit the session times, the session note will track the times the session note is open. 

Select the pencil icon Edit the session times and confirm/ update other information

Select the pencil icon to edit session members. 

Care Team: This list will automatically populate the members of the care team. Select the "-" icon to remove a name.

Staff Present: Select "+ Add member" to add any members from the care team that were present during today's session.

Additional: Select "+ Add member" to add any other participants in a session, like caregivers or siblings. 

Edit "Session Members" 

Edit "Care Team"

Edit "Staff Present"

Edit "Additional Participants"

Update "Modifications to Skill Acquisition Goals," "Modifications to to Behavior Reduction Targets," "Follow Ups," "Other Activities," "Narrative," and "Additional Notes." Any fields that remain blank will not appear in the final version of the note. 

Session Note Fields

Select "Review & Sign" when ready. Here, you can make any final edits and sign your session note. 

Select "Review & Sign"  Sign and Select the Check Icon to Save Select "Finalize"  Caregivers can sign the session note now or can sign at a later time.