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" 

To save and send to the billing module
1. Click "Add New CPT Code" 
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 

To save as an official document

• An item becomes an official document once the Supervising Therapist signs it.
• Once it's official, only the Supervising Therapist can make edits to it and other therapists can only view it.
• DO NOT submit official documents to another therapist; just click "Save." 

Important thing to note

• Clicking "Submit" will automatically save your item and create a bold todo item for the person you submitted the document to. 
• Students and supervisors can submit back and forth as many times as necessary. 
• After clicking "Save & Create/Update Claim" the CPT code will become a line item in the Billing module.
• For PDF notes to be accurate, ALL track changes comments must be ACCEPTED or Rejected; only accepted comments will appear in the PDF. ​​

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