Omit Session Note Header Fields by Funder

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.

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

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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

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