Within the Client Report Templates tab, templates can be made for:
Billable Session Notes
Non-Billable Session Notes
Session Note TYPES are then used within the Scheduler:
Billable Session Note templates are used for completing session notes for a client following a billable session.
Non-Billable Session Note templates are used for completing session notes for a client/task following a non-billable session.
Form type is choosing from the two options (Billable Session Note and Non-Billable Session Note)
You can add one or multiple funders to the report form type. Pairing funders to the template allows the template to be used with a client who has that funder.
Example: Client A has Blue Cross Blue Shield. If a treatment report template is not paired with BCBS, that Treatment Template can’t be used to run a report for Client A.
Name the template something easily identifiable for all staff (Do not use client specific information as templates are used for the entire company)
Expand each section to the right to see further options to use within the template.
Most options will stay the same, however, some options are specific to the type of template being created.
NOTE: SEE RESOURCES BELOW TO HIGHLIGHT EACH TYPE OF REPORT TEMPLATE
Creating Billable and Non-Billable Session Note Templates: Billable and Non-Billable Session Note Templates
Template Builder Options Explained: Client Report Template Builder Options Explained
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