Omit Session Note Header Fields by Funder

Owned by Dawn Mackey
Jul 15, 2022
2 min read

Learn how to exclude the client-assigned facility/location, service, or service line from the header details on billable or non-billable session notes saved to the client file cabinet.

 

 

Permission Setting

Users with permission to edit their company account details will find a setting within the Funder page.

Good to Know:

  • This permission will allow users to customize their header details by funder.

  • When changing selections, existing session notes will not be impacted. The changes will take effect for new session notes.

  • Users will need to edit existing session notes if they desire the updated selections to be reflected on the saved session note in the client file cabinet

Service must be selected in appointment

Good to Know: This feature does not apply to non-billable appointments with no service selected.