How to Update Captured Signatures on Session Notes

In this guide, you will learn how to correct and update signatures within Theralytics. We will walk you through the steps to replace incorrect signatures, ensuring that each signature is in the correct location. By following this guide, you will ensure that session notes are properly signed by the correct individuals, keeping your documentation accurate and compliant. Whether it’s correcting the employee or guardian signature, this guide will help you make the necessary adjustments with ease. 

Correcting Signatures

In this example, we will learn how to fix incorrectly placed signatures. The guardian has signed in the employee signature spot, and the RBT has signed in the guardian's spot. Let’s correct that now.

Step 1: Click "View Session Note"

• From the Scheduling Module, locate the appointment associated with the session note and click on 'View Session Note'.

Step 2: Click "Add Sign"

Let's start by correcting the employee signature. Gathering a new signature will replace the old one. 

• Scroll to the bottom of the session note and click the 'Add Sign' button.

Step 3: Select Signature Type

• Click on the Signee box and select the type of signature you are collecting. For example, I am selecting 'Employee'.

Step 4: Type Name

• Enter the correct name of the person signing in the text box.

Step 5: Sign here

• Add the correct signature of the person signing.

Step 6: Click "Done"

• After collecting the signature, click the 'Done' button to save.

Step 7: Click "Add Sign"

• Now, let's correct the guardian's signature. Click the 'Add Sign' button.

Step 8: Select Signature Type

• Click on the Signee box and select the type of signature you are collecting. For example, I am selecting 'Guardian'.

Step 9: Type Name

• Type the correct name of the person signing in the text box.

Step 10: Sign here

• Add the correct signature of the person signing.

Step 11: Click "Done"

• After collecting the signature, click the 'Done' button to save.

Both signatures are now in the correct locations.

The old signatures have been replaced with the new signatures.

You’ve successfully learned how to correct and update signatures in Theralytics to ensure they are in the proper locations. By following these steps, you can ensure that session notes are accurately signed by the correct individuals, helping to maintain proper documentation. If you need further assistance or encounter any issues, feel free to reach out. Thank you for using Theralytics!