Save a note while it is still in progress. Sign it when the documentation is complete and accurate.
Save a note
Select Save to keep the note in the patient’s Notes tab. You can return to it and continue editing.
Note: Saving a note does not move it to the insurance billing stage. You must sign the note.
Sign a note
To sign a note:
Select Add Sign.
Type your legal name or draw your signature.
Select the confirmation that says, This note accurately reflects the session and clinical service.
Confirm the signature.
Edit a signed note
A signed note is locked in the patient’s record. If you edit it again, Allia clears the existing signature. Review the changes and sign the note again to finalize it.
Download a signed note
A signed note includes your credentials and signature date. When you download it as a PDF, each page shows:
Electronically Signed By: [Your Name] | Date Signed: YYYY-MM-DD