In addition to our standard session note fields, you have the ability to add custom note fields. Only users with Admin permissions can add custom note fields. Once note field sets are created, they can be added to individual clients as-is or modified on a case-by-case basis. You can add as many note sets as you like to a client, and even remove unnecessary or duplicate fields.
Note: Note sets are NOT automatically added or updated for all clients.
To get started, just go to the Admin menu and click "Custom Session Notes."
You can create as many note sets as you like, as different funding sources, situations, or client notes may require different information. To create a new note set, click the green "+" button.
You'll immediately see a "New Session Note Option" popup. Just fill in the Note Set Name (description is optional) and click "Create & Setup." This will take you to the next page.
To a your note field for this note set, click the green "+" button. You'll do this for each field.
Just give the field a Name and use the dropdown to select a field type. Short and long text inputs will display as text boxes in the client session.
Selecting the Dropdown field type will allow users to select ONE option. Selecting the Checkbox field type will allow users to select multiple options.
Your new fields will now display. Make sure to hit save!
*You can always go back and modify note fields.
Once saved, you'll be able to see your note set under the Session Note Options menu (Custom Session Notes).
Read the Adding Custom Note Fields to Client Sessions article to learn how to add custom note fields to clients.