How to Set up Custom Fields on Note Template to Expose to the API

In Note Templates, you'll want to create 2 fields to expose to Camber's API.
This is so that these fields can be communicated back to Camber billing.

1. "Telehealth"
2. "Was Client Present"

Steps to Add Customer Fields to Note Templates:

• Navigate to the Note Template
• Click [Add Custom Field] in the note template

• Click the 3 dots in the upper right-hand corner and toggle on [Expose field in API]

• Add a Field Title
• Add API Field Identifier - this must match Camber's fields exactly. 
  • [Telehealth]
• Add Hint for staff - this will not show up on the note.
• Choose [Selection] in the [Field Type]
  • Add options [Yes] / [No]
• Check on [Required Field]
• Save in [Appointments] section

Telehealth:

 

Steps to Complete Client Present Custom API Fields:

• Add a Field Title
• Add API Field Identifier - this must match Camber's fields exactly. 
  • [ClientPresent]
• Add Hint for staff - this will not show up on the note.
• Choose [Selection] in the [Field Type]
• Add Options  [Yes] / [No]
• Check on [Required Field]
• Save in [Appointments] section.