If you’re unable to access the Patient Summary or Letter/Report buttons, it’s likely because the clinical note hasn’t been marked as complete yet.
Here’s What to Do:
After finishing your clinical note, make sure to click “Mark as Complete.”
Once the note is marked complete, the Patient Summary and Letter/Report buttons will become active and clickable.
You can then select from your letter templates and generate your report.
Tip: This step ensures the note is finalized before generating any formal documents, keeping your workflow tidy and organized.
Additionally, marking the note as complete ensures that all session details are finalized, which is a critical prerequisite for generating accurate and professional letters.
Still not working? Reach out to [email protected] and we’ll troubleshoot it with you.