📹Watch: How to Add a Credential Field to a Session Note Signature
Steps to Add a Credential Field to a Session Note Signature
1. Update Staff Information Fields
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Navigate to [Staff Information]. On the left-hand navigation select [Settings] >> [Organization] >> [Staff Information]
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There will be a Hi Rasmus field, titled [Professional Credentials]. This is a selection option. There will be default credential. Your organization can add more credentials if needed.
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Select [Allow multiple selections] if you would like to show more than 1 credential on the signature (Example: BCBA, LBA)
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Click [Save]
2. Update User Profiles
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Navigate to [Users]
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Click into a user's name
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Select the Credential(s) and choose the correct Credential from the drop-down menu
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Scroll to the bottom of the user profile, select [Save]
3. Update the Note Template
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Navigate to the note template. Click [Settings] >> [Templates] >> [Notes]
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Select the Note Template you would like to update
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Check [Include signatory credentials]
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Select [Save]
💡NOTE: To use [Professional Credentials] as a dynamic field.
Select [Dynamic Fields] >> [Staff Information] >> [Professional Credentials].
For more information on Creating Session Note Templates, click HERE
Now the user's credentials will appear within the signature:
