Users can complete Session Notes throughout appointments if the associated service code is set to “Required”. If the Session Note is not required, they can be completed after the appointment is finished.
To complete Session Note Templates in CR Mobile:
- If Session Notes are required, complete Session Notes prior to completing the appointment. Select the Tasks tab from the “Appointment Details” screen and tap Session Notes.
- If Session Notes are not required to be completed during the appointment, end the appointment. After completing the appointment, complete Session Notes from the Appointment Summary screen.
- Select a session note from the “Session Notes” screen. A list of session notes grouped by service code will display. Session notes with a red asterisk (*) are required and need to be completed.

3. Fill out the session note according to the instructions or description listed under each prompt, if any, and click Save & Attach. In the “Are you sure you want to save & attach this note?” pop-up, click Save.

4. After completing all required session notes, click Continue.

5. In the “Appointment Details” screen select Confirm to add the session note to the completed appointment for users to view on the web.

6. Click Confirm in the “Appointment Summary” screen. If the completed appointment has any exceptions, a draft timesheet will be created. The session note will then be located in the timesheet.
Please note, insurance information is required in authorizations to be viewed in Session Notes in CR Mobile.