---
title: "Hi Rasmus | Lumary Integration: How to Pull Client Appointment Information into Session Notes"
description: This article reviews how to pull Client information from a specific Lumary appointment into a Hi Rasmus session note and includes the list of fields that can be pulled over
---
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March 26, 2026
# Hi Rasmus | Lumary Integration: How to Pull Client Appointment Information into Session Notes
## This article reviews how to pull Client information from a specific Lumary appointment into a Hi Rasmus session note and includes the list of fields that can be pulled over.
This task can be completed by Manager-Level Users and/or those with user privilege access to \[**Notes**\] within the \[**Settings Page**\]. See [HERE](https://help.hirasmus.com/knowledge/user-privileges?hsLang=en) for more information on managing user privileges.
### Steps to Set up the Ability to Pull Client Appointment Information into Session Notes
1\. On the left-hand menu, navigate to \[**Settings**\] \>\> \[**Templates**\] \>\> \[**Notes**\]
2\. Select the pencil icon to edit the note template you wish to add appointment specific information to.
3\. Select the \[**Dynamic Fields**\] Dropdown and expand the \[**Appointment**\] list
4\. Select the fields that you would like to pull into the note from the client's appointment in Lumary.
NOTE: If a note is completed before a session is linked to the Lumary appointment the note will have to be reopened for editing after the Lumary appointment is manually linked in order for the appointment fields to generate!
Appointment fields on the client's session note will now generate based on the linked Lumary appointment once the note is completed
### List of Lumary appointment fields that can be pulled into a Client's Session Note:
- Diagnosis Code
- Place of Service
- Place of Service Address
- Scheduled Date
- Scheduled Start Time
- Scheduled Finish Time
- Service Code (Maps to Lumary's Service Code value, e.g. 97153)
- Service Modifiers (will only pull the modifier in the 1st modifier position)
- Service Name (Maps to Lumary's name value e.g. Direct Service)
- Service Type
NOTE: Updated session information on the Lumary side will be refreshed when the user finishes the session in Hi Rasmus before sending to Lumary. Any changes made in Lumary during the session will be reflected in the note.
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