save - note, form, or report

To save and resume working later
1. Click green "Save Note," "Save Form," or "Save Report" button in the bottom right-hand corner of the page
2. To resume working, click the check box next to your item on the todo list
3. Click "Edit" 

To save and submit to supervisor or student
1. Click green "Submit" button in the bottom right-hand corner of the page
2. Click the checkbox next to the person you are submitting to
3. Click "Submit" 

Important thing to note

• Clicking "Submit" will automatically save your item and create a bold todo item for the person you submitted it to

To save and send to the billing module
1. Click "Add New CPT Code"The CPT code has been selected 
2. Select the CPT code from the dropdown menu
3. Primary therapist sign the item making it official 
3. Click the orange "Save & Create/Update Claim" button 

Important things to note

• After clicking "Save & Create/Update Claim" the CPT code will become a line item in the Billing module.

To save as an official document
An item becomes an official document once the Primary therapist signs it. Once it's official, only the primary therapist can make edits to it. Other therapists can only view it.  
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