Text Area Formatting for Treatment Report Templates & Funder Reports

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!

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.

Running a funder report

When running a funder report with text areas, the following formatting options are available:

• Bold

• Italics

• Underline

• Color Coded Font

• Bullet Points

• Numbering

• Alignment

• Replace Text Option (similar to feature in a word document)

• If you used text area formatting in the template area, it will be shown in the funder report.

• Formatting from the template can be changed when you run a funder report by using the different formatting tools.

Replace Text Options

When running a funder report, you can click on the search and replace option to replace text throughout the text area (name, location, behavior, etc.)

Find and Replace:

• Find and Replace can be used within one text area at a time.

• Options to replace one time or throughout the whole text area.

• Options of Match case, Match whole word, or Match cyclic

• Find and replace functions similar to Replace Text Feature in Word.

Running a funder report with tagging

If you added tags in your template and that information has been entered into Rethink already, you will see that this information will populate in your funder report.

• Any tagged information that is changed after a report is run will need to be edited first before seeing the changes.