Record what happened during a visit and check that its session is completed. An appointment reserves time in the calendar; a session records the work performed.
Before you start
The visit must have taken place and its session must be available in Sessions.
Check the organization, patient, service and professional. You need permission to work with this session.
If you are still preparing a future visit, start by scheduling an appointment. Do not complete a visit that has not happened.
1. Open the correct session
Open Brelio and select Sessions. Find the visit by patient and date, then open it. Check the patient and professional before writing.
2. Start or resume the work
If Start Session appears, select it to enable the record. If the session is already in progress, continue with the notes. For a session awaiting review, read the reason before resolving it.
3. Write and review your notes
Complete Clinical Notes with the information appropriate to the visit. Review the content before continuing.
Wait for your notes to save before leaving. If needed, add a plan for the next session and review the tasks. Saving notes is different from completing the session.
4. Complete and check
Select Complete Session. If Brelio asks you to confirm the professional, select the person who performed the visit and confirm. For a session awaiting review, the action is Resolve Review.
Check the final status and reopen the session to review your notes. If it needs review, read the reason and resolve it before treating the task as finished. If an error occurs, review the message and current status before trying again.
Troubleshooting
You cannot find the session: check the organization, date and session filters. Scheduling a future appointment is different from completing its visit.
You cannot write: check whether the session needs to be started, or is already completed or voided.
You cannot complete: enter the required notes and review any pending confirmation.
You need to correct a completed session: use Reopen Session if you have access and provide the reason requested by Brelio.
Next step
Completing the session does not by itself confirm payment or invoicing. When you are ready to invoice, review your invoice settings. Return to Getting started.