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.
**These fields must be set up exactly as shown below**
This Article Covers the Following:
1. Steps to Add Exposed Custom Fields to Note Templates
2. How to create a "Telehealth" field
3. How to create a "Was Client Present" field
4. Steps to Add Custom Fields to Remaining Notes
🎥Watch: Steps to Add Exposed Custom Fields to Note Templates:
Steps to Add Custom 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]
- Check on [Save to field library (for re-use in other session note templates)]
- Save in [Appointments] section
NOTE: You only need to complete these steps 1x. To learn how to add these custom fields to remaining notes, see section below.
Telehealth:
Client Present:
- 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]
- Check on [Save to field library (for re-use in other session note templates)]
- Save in [Appointments] section.
NOTE: You only need to complete these steps 1x. To learn how to add these custom fields to remaining notes, see section below.
📹 Watch: Add Custom Fields to Remaining Note Templates
Steps to add Custom Fields to Remaining Note Templates
-
Open note template
-
Click on the note template location you want to add the custom field to.
-
Select [dynamic field]
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Click [Appointment] or use the search function to find the correct custom field.
-
Select the field
- [Save] the note template