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1. To Add the "daily data summary" feature to a session note template open an existing template or create a new session note template.

click "here" to learn more about creating session note templates.

2. Drag & Drop Daily Summary Sheet field into session note template.

Click on the "Client" TAB of the template builder then click on "Daily Summary Sheet" and drag and drop into the template.

Optional: 

change label name

or 

make the field required

SAVE template