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Table of Contents:

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1.2 Supported Template Types:
Custom header functionality is available across different types of report templates, including Treatment Reports and Billable/Non-billable Session Notes.

Good to Know: Users can not apply custom headers to Behavior Plan templates.

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Chapter 2: Configuring Custom Headers

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Field

Session Notes

Funder Reports

Agency Address 

  •  Yes
  •  Yes

Agency Federal Tax Id 

  •  Yes
  •  Yes

Agency Medicaid Id # 

  •  Yes
  •  Yes

Agency Name

  •  Yes
  •  Yes

Agency NPI

  •  Yes
  •  Yes

Client Address 

  •  Yes
  •  Yes

Client Date of Birth

  •  Yes
  •  Yes

Client Id

  •  Yes
  •  Yes

Client Name

  •  Yes
  •  Yes

Client Medical Record # 

  •  Yes
  •  Yes

Diagnostic Code

  •  Yes
  •  Yes

Date of Service

  •  Yes

X No

Enrollment Number 

  •  Yes
  •  Yes

Gender

  •  Yes
  •  Yes

Licensure/Credential (Default)

  •  Yes
  •  Yes

Provider Medicaid Id #

  •  Yes
  •  Yes

Rethink Client Id 

  •  Yes
  •  Yes

Staff Assigned: 

  •  Yes
  •  Yes

UCI #

  •  Yes
  •  Yes

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