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Closing Notes (coming from Epic system)

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  • Ruth

    Hi Matt, if you don't intend on charging this client for the session, or billing it to insurance, then you don't need to "Lock & Sign" the note. We recommend "Locking & Signing" notes for full sessions in case you're subject to an audit, or need to submit court mandated documentation. You can also always "Lock & Sign" a note later, no need to do it immediately after the session. 

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