1. Hi Rasmus Help Center
  2. Treatment Plans and Progress Reports

How do I Pull Client information into Reports or Notes?

Use custom client data fields to add custom information to client profiles that can be pulled into session notes or progress reports.

Creating Custom Client Data Fields

  1. From the main menu, visit Settings > Organization > Client Data. Here, you can set up custom fields associated with a client's profile; once created, these fields can be pulled into session notes and progress reports.
  2. To add a new field, select the "Add Data Field" button: Screenshot 2023-07-21 131626
  3. Write a label for the field, then select the data type from the drop-down menu The options to choose from are Text, Data, Selection, Yes/No (checkbox) or User.
    1. For [Selection] fields, simply type your options that you would like to be selected from, hitting your enter or return button between each option. 
    2. A [User] field type allows you to add an existing Hi Rasmus user to a field on the client's profile. This is required if you want to require a signature from a specific person on a session note. 

Screenshot 2023-07-21 131654

4. Select [Save] to complete your new data field.

5. To edit an existing data field, select the pencil to the right of that field's listing.

Where can these data fields be edited for a client?

  1. From the main menu, select [Clients]. From here, you can select the blue "Add Client" button to create a new client, or select the pencil icon to the right of a client's name to edit an existing client.
  2. Once here, select the "Information" tab. Here, you will find any data fields that have been set up, and you can fill out the client-specific information accordingly.
    Screenshot 2024-07-18 at 9.28.49 AM