1. Requirements Before Finalizing
You can only finalize a note if:
A client is linked
The note has been generated
You have the appropriate permissions in your organization
If no client is linked, the Finalize button does not appear.
2. How to Finalize
Inside the Note Editor, in the top-right corner of your document tabs, click: Finalize
AutoNotes will confirm the action and save the note as completed.
3. What Finalizing Does
When you finalize:
The note is locked as clinically complete
The session is added to the client’s timeline
AI Recommendations generate based on session content
Documentation becomes ready for billing, supervision, or export
Finalization improves accuracy across future sessions by informing the client's profile.
4. Editing After Finalizing
You can amend a note after finalizing. Amending is useful if you've made a mistake or forgotten to include something, and need to edit the document before signing it again.
Amending a document means:
It can be edited again.
It will not be used as context for future documents generated for the client.
AI-generated content for the client will not incorporate information from this document.
5. Where Finalized Notes Are Stored
You can access finalized documentation:
Inside the client’s profile
On the session page