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.
