Review, sign, export and amend notes

Find a saved note

The Recent notes panel on the Notes page lists your 10 newest notes with their status and audit badge; filter it by client or download it as CSV. For every note a client has, with search and status, type and date filters, open the client's record and choose Session Notes.

The quick view

Selecting a note opens a quick view with its narrative and details. The icons along the top let you edit a draft, copy, download PDF or Word, print, share a finalized note with the caregiver portal, and (for agency billing staff) create a claim.

• Draft or returned notes: Sign & finalize, Finalize or Request supervision.
• Notes awaiting your review as a supervisor: Sign off & finalize or Return for correction.
• Finalized notes: Amend creates a linked draft and leaves the finalized note unchanged.

The full editor

Choose Open editor for the full-page editor. The narrative and summary are saved with Save narrative; every other section saves automatically about a second after you stop typing.

• Regenerate rewrites the narrative; Shorter version (paid plans) proposes a tighter version you can keep or reject.
• The Audit scanner scores the note live. Select Show me to jump to a problem, or Fix with AI (Individual and up) to repair it. Pro plans also get Fix all with AI.
• The CASP compliance card lists missing required elements; acknowledge a warning only when it doesn't apply.
• Suggestions proposes focus areas for the next session.
• Versions and Activity tabs (Pro and agency plans) show every saved version and a field-level change history.

Finalize and sign

Finalizing locks the note. The Finalize dialog shows the audit score and any must-fix items; acknowledge warnings that don't apply, confirm the attestation and finalize. Sign & finalize adds your drawn or saved signature with your credential.

If your agency requires co-signature for your role, finalizing sends the note to your supervisor. While it waits, use Recall to draft to change it.

Export and share

PDF and Word exports are included with Individual and above. Each export offers the original language or a translated reading copy; the signed record always stays in its original language. Every export is recorded in the HIPAA access log.

To give a family access, open a finalized note and select Share with caregiver. Caregivers only ever see notes you release.

Correct a finalized note

Finalized notes are read-only. To correct one, select Amend. BxScribe creates a linked draft amendment that goes through the same review and finalize steps; the original stays on record unchanged.