Pull your program modification change log directly into your notes while using live Supervision Mode!
✨ NOTE: This feature requires access to Supervision Mode which is available only for Premium and Enterprise subscription levels
Video: Pulling Program Modifications directly into a Hi Rasmus Note
Guide: How to pull Program Modifications directly into your Supervision Note
1. Add the Program Modifications dynamic field to your default Supervision Mode note template
- Navigate to [Settings] >> [Sessions] >> [Supervision Mode]
- Insert the Program Modifications dynamic field by selecting [Dynamic Fields] >> [Program Modifications]. The field will appear as a purple chip.
2. Update your applicable Session Note template to include your default supervision mode notes by adding in a [Session Data Table] field
💡 For more details on adding custom and dynamic fields to session notes click HERE
- Navigate to [Settings] >> [Templates] >> [Notes]
- Select the Note template you wish to edit
- If your note does not already have a Session Data Table field, select [Add custom field]
- Enter a Field title and choose the [Session Data Table] field type. Ensure the [Supervisor Notes] Box is checked off, then select [Save]
- (checking the boxes for session outcome data, program notes and saving to field library are all optional)
3. While in Supervisor Mode edit a program and add the details to the program modification log
- When a direct service provider is running a session select [Supervise]
- Select the pencil icon next to the program you want to modify
- Make your applicable modifications to the program and select [Save], the changelog will pop up. Enter whatever details you wish and select [Apply].
- The details you entered into the changelog will now show up in the supervisor note. This can be edited or added to from there.
If you do not wish to include the changelog modifications in the supervisor note, you can simply remove the purple [Program Modifications] chip from whichever program's note.
4. Finish the live supervision and complete your note to view the program modifications within the note
- Select [Finish Session]
- Select the applicable session note template (if not defaulted) and select [Complete Session Notes]
- Complete your note and then view the final note with supervisor / program modification notes included
