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Saving and Signing Notes

Updated over a month ago

After generating or writing a note:

  • Step 1: Save the note as a Draft if it is not yet final.

  • Step 2: To finalize, click Add Sign.

    • Choose to type or draw a digital signature.

    • Confirm with the checkbox: “This note accurately reflects the session and clinical service.”

  • Step 3: Click Save to sign the note.

Once signed, the note is finalized and kept in the patient’s profile.

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