1. Save Note
If you aren't finished writing or want to review the AI’s work later, simply click Save.
What it does: Keeps the note stored and editable in the patient's Notes tab.
Clinical Note: If you are billing insurance, remember that simply saving a note will not trigger a claim. The note must be Signed to move it to the billing phase.
2. Sign Note
When the documentation is complete and accurate, click Add Sign. You can:
Type: Simply type your legal name.
Draw: Use your mouse, trackpad, or touch screen to provide a digital "wet" signature.
Attest: You must check the required box: "This note accurately reflects the session and clinical service." ### 3. Locking and Re-editing Once signed, the note is "locked" into the patient's permanent record.
Editing after signing: If you need to make a correction, you can edit the note again. However, any changes will clear the existing signature. You will be required to re-sign the note to re-finalize the clinical record.
Professional Documentation
Once you sign a note, your credentials and the signature date are applied to the document. If you choose to download the note as a PDF for a referral or audit, your signature will appear clearly at the bottom of every page:
Electronically Signed By: [Your Name] | Date Signed: YYYY-MM-DD