How do I sign sessions on the parent portal?

Modified on Fri, 31 Mar, 2023 at 2:52 PM

Please note:


There are two ways to sign appointments:


Signing an individual appointment or reading session notes:

  • Go to "My Appointment on the left hand side"
  • Go to the date and session which needs to be signed or reviewed. You can change the view to week or day for easier access.
  • Hover over the session and click on "View Session Note"
  • You can review the session note on this page. If you scroll down you'll be able to add your signature to the session note by clicking "Add Sign".


*Note: Depending on agency settings, the practitioner may have to go in and click on "complete". We recommend informing the staff once you have signed through the scheduler. You can use the Bulk Signature (second option below) if you would like to have the appointment completed after signing. 


The second way to sign for appointments is through "Bulk Signatures". Bulk Signatures allows you to sign for one or more sessions with one signature. It also allows you complete the session so that it is rendered for the practitioner. 

  • Click on "Bulk Signatures" on the left hand menu
  • Click on the desired date range and click on filter. You'll see all unsigned / unrendered sessions. Select all sessions (or an individual session) and click on "Add Sign and Complete". By clicking "Add Sign and Complete" you can add your signature as well as complete the appointment for the practitioner. 
  • You can sign off on previously signed appointments by checking the "show signed sessions only" box before clicking filter. 


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