Step 6 — Review & export
Assembles everything into shareable documents.
Documents you can generate
| Document | Audience | Includes |
|---|---|---|
| Session Summary PDF | Patient-facing | Note, goals, nutrition guidance |
| Meal Plan PDF | Patient-facing | Only if a plan was attached in Step 4 |
| Superbill | Family / insurance | CPT lines, units, charges, ICD-10 |
| CMS-1500 | Insurance | Full claim form with plan info, place-of-service, billing facility |
After marking complete
- Patient app updates: session notes appear in their Health tab; meal plan in Meal Plan.
- Session moves from your in-progress list into the patient's permanent record.
You can still edit a past session after marking complete.