Use custom client information fields to add custom information to client profiles that can be pulled into session notes or progress reports.
What is a custom Client Information field?
Client profiles come with some set fields, such as address and date of birth.
âšī¸ If you'd like to capture additional client information, you will need to set up custom Client Data fields. These fields will be maintained on the [Information] tab on a client's profile.
âšī¸ Custom client data fields can be pulled directly into a session note or a treatment plan and are necessary to be able to require a session note signature from someone other than the user completing the note, such as a parent or supervisor.
đš Watch: Creating and Using Custom Client Information Fields
Creating Custom Client Information Fields
- From the main menu, select [Settings] >> [Organization] >> [Client Information].
- To add a new field, select the blue [Add Data Field] button:
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- 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.
- For [Selection] fields, simply type your options that you would like to be selected from, hitting your enter or return button between each option.
- 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.
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 are a Client's custom fields updated?
The custom Client Data fields will show up on the [Information] tab on a Client's profile.
To access these fields:
- Select [Clients] from the left hand navigation menu.
Only Manager and Supervisor level users will have access to the [Clients] page
- To add a new client select the [Add Client] button.
- To update an existing client select the pencil icon to the right of a client's name.
- Select the [Information] tab. Here, you will find the custom client data fields that have been set up for your organization. You can fill out the client-specific information accordingly.
Check out these articles for more info on how to utilize Client Data fields:
Creating Treatment Plan Templates
Creating Session Note Templates
Options for Collecting Caregiver Signatures on Session Notes