Certain custom program data fields can be pulled directly into a session note to provide information about specific programs.
💡 For details on how to set up custom program data fields in Hi Rasmus click here
Utilizing Program Data Fields in Session notes
- To access your organizations list of program data fields and create new fields navigate to [Settings] >> [Programs] >> [Program Data]. Click here for a full walkthrough on creating program data fields.
- Only [Selection] fields can be pulled into a session note template.
- Once created, program data fields show up on the [Treatment] tab of a program. This is where the selection options can be chosen for a specific program.
Adding a program data field to a note template
To include a program data field in a note template
1. From the left hand navigation menu select [Settings] >> [Templates] >> [Notes]
2. Select an existing note template or select [Create a Note Template]
3. From the text editor menu bar select [Add Custom Field]
4. Enter a [Field Title] and an (optional) [Hint]
5. Select [Program Field Data] from the [Field Type] drop down
6. Select the Program Data Field you want to include in your note from the [Program Field] menu
ℹ️ Only selection field types will appear here. If you don't have any selection fields created, no options will be listed.
Example: Program Data Fields in Session Notes
A great example of when you may want to use a program data field within your note template is to specify something such as the types of intervention used within a specific program.
- You'll be able to specify the selection on the specific program on the program's [Treatment] tab
- Once the session is complete, the note field will display a list of the selection options. Any of the selections that are associated with programs that were run during the session will be checked off by default. The user will be able to select more options if appropriate.
- The data field selections will be displayed in the note as either a bulleted list or a comma separated list, depending on what was selected within the note template set up.
