Step 6 — Summary
Review everything and sign. This step unlocks once the Notes step has a clinical note.
What you can do here
| Action | Notes |
|---|---|
| Download PDF Summary | The full session record: patient and session info, intervention notes, ADIME/SOAP note, goals, nutrition planning, meal plan, patient notes, and billing codes |
| Preview & Send Email | Emails the family a session recap (subject "Summary of your session"). Requires a patient note from Step 2 |
| Sign & finalize | Locks the session |
Superbill, CMS-1500, and the Meal Plan PDF are generated in their own steps (5 and 4) and remain available from the signed session page.
Signing
To sign, the session needs a date, type, start and end time, and at least one clinical note (intervention or ADIME/SOAP). Goals, billing, and the transcript never block signing.
After Sign & finalize:
- The session locks ("Session signed and locked"). Statuses: Draft → Signed, and Amended if you later add an addendum.
- Connected families see the results in their app: "The meal plan and nutrition goals appear in their mobile app. Session notes and recommendations become visible to them."
- Later changes go through addendums or an unlock with a typed reason: Editing a past session.