Records and signatures
Finish the visit without rebuilding it later
Stop piecing a visit together from memory, notes, and separate screens. TallyFlex keeps visit details, recorded data, final notes, and signature steps together in one Service Record.
Records are available across plans. Signed service records are an opt-in Solo and Teams workflow for completed therapy and parent-training records.
Availability: Records on all plans; signatures on Solo and Teams
Records
One connected record
This week
Therapy session
Today, 10:00 AM
Session data and notes ready
Parent training
Yesterday, 2:30 PM
Provider submitted
Assessment note
Jun 18, 9:00 AM
Notes saved
Service Record
Session data, notes, and signatures
Export the normal record PDF with a Signatures appendix when the record is finalized or approved.
Workflow
From the visit to its final record
Service Records connect schedule, session collection, notes, signatures, review, and export without turning each step into a separate place to search.
Find the visit in Records, whether it was collected live or documented afterward.
For an eligible past therapy appointment, record the actual observation times and data without starting a live session.
Review the data and write the final account in Clinical Notes.
Caregiver acknowledgement appears only when the signed-record workflow applies.
Providers can finalize the record or submit it for team review, depending on team settings.
Finalized or approved signed records can include a Signatures appendix in the PDF export.
Why it matters
Designed for data you can actually review
Find the right record fast
Use date ranges, status filters, Preview data, and Show notes to see what needs attention.
Document a past visit
Add observations to an eligible past appointment, then write the final note with the visit data close by.
Export signed PDFs
Eligible finalized or approved records can include a Signatures appendix in the normal single-record PDF.
Explore next
Explore the connected workflow
Keep moving through the parts of TallyFlex that usually work together: setup, collection, supervision, review, and reporting.
Visit documentation
Clinical Notes & Note Templates
Write visit notes with recorded context nearby. Start with SOAP, DAP, BIRP, School observation, or your own reusable structure.
Learn moreTimed observation
Interval Recording
Run partial and whole interval recording, then stop, continue, or start more intervals without losing completed observations.
Learn moreGroup workflows
Multi-Student Sessions
Switch between up to 12 separate active sessions, within your plan’s client allowance.
Learn moreService Records and Signed PDFs questions
Can I document a visit after it happened?
Yes. For an eligible past therapy appointment without a linked live session, open its Service Record and choose Record observation under Data Collection. For observations without an appointment, use Record observation from the client profile.
Are signatures available on Free?
Records without signatures are available on Free. Signed service-record actions are available on Solo and Teams.
Does a signed PDF replace the normal record export?
No. The signed export is the normal single-record PDF with an added Signatures appendix when the record is eligible.
Keep the workflow connected
TallyFlex keeps setup, collection, review, and reporting in the same working path.