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Richtext Rich Text Area Formatting for Text Areas in Treatment Report Templates Only

Area

Details and Images

Good to Know!

Client report templates for Treatment Report Template Text Area ONLY

Ability to add the following formatting to a treatment report template:

  • Bold

  • Italics

  • Underline

  • Color Coded Font

  • Bullet Points

  • Numbering

  • Alignment

Client report templates for Treatment Report Template Text Area ONLY

  • Tagging

    • Ability to tag demographic information already added to Rethink’s platfrom so that it populates into a funder report.

    • Simply add the tag in the template by typing @ with the tags below.

    • Tagging options:

      • Client first name

      • Client last name

      • Client full name

      • Client DOB

      • Client age

      • Client address

      • Client Contact Full Name

Copying a treatment report template with new formatting as a session note or behavior plan

Since this formatting is only available with treatment report templates, if you try to copy a template with the formatting as a session note or behavior plan template, you will get messaging that let’s you know that the formatting did not copy over, only the text.

  • When you copy a treatment report template using formatting to a session note or behavior plan, only the text will copy over .

  • Message details state “This duplicate template will not have text area formatting.”

  • Additional formatting for behavior plans and session notes are planned for the future!

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Area

Details and Images

Good to Know!

Client Report Template and Client Contact Full Name Tag

When adding a tag with Client Contact Full Name, this will pull information from the Client’s contact area:

By default the first contact listed will have the primary contact checkbox checked.

Client Contact Area and Current/New Contacts

Make sure that the contact checked as the primary contact, is the preferred contact for this as it will autopoulate in a funder report when the tag is used.

To change primary contact or to a different contact, edit the contact that is preferred as the primary contact: check the primary contact check box and press save.

Once you press save, you will receive a confirmation that you are switching you primary contact:

It is recommended to always have 1 contact designated as the primary contact. If you deselect all primary checkboxes, you will see messaging with the recommendation.

Recommendation to have 1 primary contact:

If you uncheck all contacts and do not have a primary contact designated:

If you do not have a contact added and use the tagging in a template, the field will show a blank space:

If you uncheck all primary contacts in the contact area of a client, it will default to the first contact listed.

Info

Richtext Rich Text Area Formatting for Text Areas in Funder Reports

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