Sign and Send to Practice Management Button
When you're the only person who needs to sign a session note before sending it to your practice management system, we've streamlined the process into a single action—so you can finish documentation faster and move on to what matters most. 💙
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What's new:
- 🔘 One-click workflow— When you're the only signer on the note, the button combines completion and PM submission: "Sign and Send to [PM name]" if you need to sign, or "Save and Send to [PM name]" if your signature isn't required.
- 🏥 Dynamic PM names— The button displays your specific PM system (Lumary, Aloha, Camber, Boost, Therapy PM, etc.), so it's always clear where your note is going.
- 📝 Works everywhere— Available for both client appointment notes and staff-only activity notes.
- ✅ Clear confirmation— Updated banner messaging confirms "Session note is being sent to [PM]" or "Activity note is being sent to [PM]."
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Why it matters:
After completing a session note, having to take an extra step to send it to your practice management system adds friction to an already busy workflow. This update removes that extra click—whether you need to sign first or just save and send—so documentation flows smoothly from completion to billing without interruption.
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Additional Camber Appointment Fields in Session Note Templates
We've added four new dynamic fields from Camber appointments to your session note templates, giving you access to authorization and insurance details right where you're documenting care. 💙
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What's new:
- 📋 Four new appointment fields— When adding custom fields to a session note template, you'll now see Funding Source, Rendering Provider, Authorized BCBA, and Insurance Member ID under the "Appointment" section.
- 🔗 Camber-specific— These fields only appear for organizations using the Camber integration and pull directly from authorization data in Camber appointments.
- ⚡ Template-level control— Add these fields to the templates where you need them, so clinicians see authorization context without manual lookup.
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Why it matters:
When you're documenting sessions, having quick visibility into which BCBA authorized the service, what funding source covers it, or who the rendering provider is helps ensure accuracy and reduces the back-and-forth with billing or admin teams. This update brings that context directly into the note template, so it's there when you need it.
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