How Do I link A Note To A Session?
Adding a note from the session icon is the recommended process. Adding a note from the session icon automatically links the note to the session.
Note is in Draft Mode
- Login to Maud
- Navigate to the patient
- Click Notes tab
- Navigate to the drafted note
- Click edit
- Click the drop down for Session link
- Scroll to the link for your session, click on the session
- Once you click the session link, the title box, activity date box and note type will automatically fill out.
- Once completed with the note, click Sign & Finalize.
Note is Signed & Finalized
- Login to Maud
- Navigate to the patient
- Click Notes tab
- Navigate to the drafted note
- Click Add addendum
- Click Edit attributes
- Click the drop down for Session link
- Scroll to the link for your session, click on the session
- Once you click the session link, the title box, activity date box and note type will automatically fill out.
- Once completed with the note, click Submit addendum.