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Why am I not seeing the option to complete a session?

Common reasons the Complete Session button may not appear.

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Written by Brandon Terry

TL;DR: The most common reasons are: the session hasn't occurred yet, there are no notes or services added, a parent signature is required, or the session has already been completed.

Overview

If you don't see the option to complete a session, there's usually a simple reason. Here are the most common causes and how to resolve them.

Most common reasons

1. The session hasn't occurred yet

You can't complete a session before it happens. Check the appointment date and time β€” the Complete Session option will appear once the scheduled time has passed.

2. No notes or services added

A session needs documentation before it can be completed. Make sure you've added:

  • Session notes

  • Services provided (CPT codes or service types)

Once these are filled in, the Complete Session option should appear.

Other possible reasons

3. Parent signature required

If the patient requires a parent signature on documentation, you won't be able to complete the session until the signature is collected. Check if a signature is pending and follow up with the caregiver if needed.

4. Session already completed

If the session has already been completed, you won't see the option again. Look for a "Completed" status on the appointment. If you need to make changes to a completed session, see our article on how to reopen a signed note.

Still not seeing the option?

If none of these apply, reach out to [email protected] and we'll help you troubleshoot.

Frequently asked questions

Can I complete a session early?
No. The session must occur before you can complete it.

How do I know if a parent signature is pending?
Check the appointment details β€” you'll see an indicator if a signature is required and whether it's been collected.

What if I completed the session by mistake?
See our article on how to reopen a signed note if you need to make changes after completion.

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