Custom Header User Guide
- Sarah Noshin
- Rachael Keizur
- Gareth Bentley
Table of Contents:
Introduction and Setup
1.1 Overview
1.2 Supported Template Types
Configuring Custom Headers
2.1 Enabling Custom Headers
2.2 Selecting Header Fields
2.3 Save and Cancel Functionality
Custom Header Implementation for Funder Reports
3.1 Adding Funder Reports with Custom Header Turned On/Off
3.2 Downloading Funder Reports in File Cabinet
Custom Header Implementation for Session Notes
4.1 Billable Session Notes with Custom Header Turned On/Off
4.2 Non-Billable Session Notes with Custom Header Turned On/Off
4.3 Viewing Billable Session Notes in File Cabinet
4.4 Viewing Non-Billable Session Notes in File Cabinet
Frequently Asked Questions (FAQ)
Chapter 1: Introduction and Setup
1.1 Overview:
The custom header feature allows users to include up to 5 fields in the main header that will display on each page of the supported template types. This feature is available on web and mobile browsers
1.2 Supported Template Types:
Custom header functionality is available across different types of report templates, including Treatment Reports and Billable/Non-billable Session Notes.
Good to Know: Users can not apply custom headers to Behavior Plan templates.
Chapter 2: Configuring Custom Headers
2.1 Enabling Custom Headers:
Users can activate the custom header feature by checking off “Custom Header” within the template builder interface.
2.2 Selecting Header Fields:
Once the custom header feature is enabled, users can select the specific fields they want to include by clicking on the custom header text. By default, the fields that will be checked off will be Client DOB, Client Name, Client Member ID (Insured ID).
Users can choose up to five fields to be displayed in the custom header which will be displayed in alphabetical order.
Field | Session Notes | Funder Reports |
|---|---|---|
Agency Address | Yes | Yes |
Agency Federal Tax Id | Yes | Yes |
Agency Medicaid Id # | Yes | Yes |
Agency Name | ||
Agency NPI | ||
Client Address | ||
Client Date of Birth | ||
Client Id | ||
Client Name | ||
Client Medical Record # | ||
Diagnostic Code | ||
Date of Service | X No | |
Enrollment Number | ||
Gender | ||
Licensure/Credential (Default) | ||
Provider Medicaid Id # | ||
Rethink Client Id | ||
Staff Assigned: | ||
UCI # |
If the client name field added to the custom header, it will always display first above all other fields.
2.3 Save and Cancel Functionality:
After selecting and configuring header fields in the popup, users can save their header options by clicking the blue "save" button. Then the template UI will display a confirmation message indicating the status of the custom header, such as "Custom Header: ON Last Modified on xx/xx/xxxx, time, by user".
If users decide to discard their header configuration changes, they can do so by clicking the "cancel" button in the header popup. This action cancels any unsaved modifications and closes the popup without applying changes to the template.
Chapter 3: Custom Header Implementation for Funder Reports
3.1 Adding Funder Reports with Custom Header Turned On/Off:
When adding a new funder report, users will see the new feature added where the service line now includes the funder as well. If the custom header is turned on, users can configure the header fields according to their requirements, but if the custom header is turned off, the report will not include any custom header fields, maintaining a standard format.
3.2 Downloading Funder Reports in File Cabinet:
Once funder reports are downloaded, users can access and view them in the file cabinet section of the application.
Chapter 4: Custom Header Implementation for Session Notes
4.1 Billable Session Notes with Custom Header Turned On/Off:
When configuring custom headers for billable session notes, users can specify the fields they want to include in the title header section of the notes. This customization allows users to personalize the title header content according to their reporting preferences.
By disabling the custom header option for billable session notes the system will stamp the existing "hard coded" ( Client Name, Client DOB, Member ID) fields onto only newly submitted session notes.
4.2 Non-Billable Session Notes with Custom Header Turned On/Off:
Similarly, users can also configure custom headers for non-billable session notes, tailoring the title header content to suit their specific requirements.
By disabling the custom header option for non-billable session notes the system will stamp the existing "hard coded" ( Client Name and Client DOB) fields onto only newly submitted session notes.
4.3 Viewing Billable Session Notes in File Cabinet:
Once billable session notes are documented and saved, users can access and view them in the file cabinet section of the application. Here, all saved session notes are stored for reference and review.
4.4 Viewing Non-Billable Session Notes in File Cabinet:
Similarly, users can also access and view non-billable session notes in the file cabinet section of the application. Here, all saved session notes are stored for reference and review.
Frequently Asked Questions (FAQ)
Q: Can I change the custom header settings after saving them?
A: Yes, you can modify the custom header settings even after saving them. Simply access the template builder interface, navigate to the custom header section, and make the desired changes. Remember to save your modifications to apply the updated custom header settings.
Q: Are there limitations on the number of fields I can include in the custom header?
A: Yes, you can include up to five fields in the custom header. This limitation ensures that the header remains concise and focuses on the most relevant information. If you require additional fields, consider prioritizing the most essential data for inclusion in the header.
Q: Can I use different custom headers for different types of reports?
A: Yes, you can configure different custom headers for various types of reports except for Behavior Plan. The template builder interface allows you to customize header sections independently for each report template. This flexibility enables you to tailor the header content according to the specific requirements of each report type.
Q: Can I revert to the default header settings if I no longer wish to use custom headers?
A: Yes, you can revert to the default header settings at any time by disabling the custom header feature. Simply access the template builder interface, navigate to the custom header section, and toggle off the custom header functionality. This action will restore the default header layout for all applicable report templates.
Q: Will enabling the custom header feature affect existing report templates?
A: Enabling the custom header feature will not affect existing report templates unless you choose to apply the custom header settings to them. By default, existing report templates will retain their original header configuration and the custom header will be defaulted to off. You can opt to update these templates with the custom header settings as needed.