In this edition of Owl's Progress Notes, we have included the ability to add insurance cards through the Client Portal as well as pre-session summaries for Smart Notes!
Adding Insurance Cards to Payment Methods
You can add insurance cards through the Client Portal as well. From the Account Dashboard, under the Payment Methods section, select Insurance Cards, and then the Add button.
This will bring up the Add Insurance Card menu. To add your information directly from the card, take a photo of the front and back sides of the card, then under the Front Side and Back Side boxes select Select files to upload your images. Once you are finished, select Scan & Auto-fill, and your insurance card information should auto-fill the information under Insurance Plan. You can manually enter any information that did not auto-fill. Once you are finished, select Save.
Pre-Session Summary
You can view a pre-session summary of the previous session if you have Smart Notes enabled. From the Session Notes screen, select Summary in the top right to view an automatically generated summary of the previous session after a note is signed.
Note: If the previous note was not signed, the pre-session summary will not appear.
You can maximize and minimize the Summary window by selecting the box on the upper right.
You can also view the Pre-Session Summary from the calendar screen when selecting an appointment.
Selecting this screen will open the Pre-session summary menu for you to review.
It is also possible to view the Pre-Session Summary from the audio recording window. You can maximize this summary by selecting the corresponding button, or select the eye icon to hide the summary if desired.
