Custom Table Tagging with Treatment Reports

Client Report Template and adding a custom table

Similar to the text area, you can add tags to the custom table when creating a treatment report template. However, the custom table functions a little differently than the text area in that the tool bar includes a specific tagging (@) button.

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1.Custom table tagging can only be used with Treatment Report Templates

2. Reminder on how to use the Custom Table:

How to Use the Custom Table Feature

Client Report Template and adding a custom table

To add in the tags:

1. Click on the “@” button in the tool bar to select a tag in a cell that you want to add the tag.

2. Click on the drop down menu to select the tag.

3. Click on Add and then the tag will be added to a cell in the custom table.

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The following tags can be added to a custom table:

• Client first name

• Client last name

• Client full name

• Client DOB

• Client age

• Client gender

• Client address

• Client Contact Full Name

Funder Reports

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