PRACTICE MANAGEMENT ONLY Creating Client Report Templates

Client Report Templates is an area of the platform where templates for different types of reports can be created. Access to view, add, and edit the templates within this tab is a permission that can be set within Roles.

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.

To begin creating templates, select Client Report Templates:

Open

Select Add New Client Report Template:

Open

Select the Form Type, Funder and Template Name of your choice:

• 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)
  
  

Select Create Funder Template:

This will bring you to a blank page to build the template. Use the options on the right side to drag and place onto the template.

• 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