Session Notes
      Back to home
      1. Hi Rasmus Help Center
      2. Sessions
      3. Session Notes

      Service Codes in Note Templates

      How to set up service codes and modifiers in note templates

      Lumary and non-integration users can now include service codes and modifiers into session note templates!

      For non-integration users, these can be configured by navigating to: 

      Settings > Sessions > Service Codes

      *Lumary users do not require this configuration step. This will be pulled directly from appointments as scheduled in Lumary*

      image (1)-1

       

      Service Codes are now an option as a dynamic field for note templates!

      image (2)-1