NEW- Additional Session Note Template Builder Field Options

Owned by Dawn Mackey
Last updated: May 03, 2018
3 min read

We have added more fields to the Session Note Template Builder . These fields will populate  data based on the information you have already entered. 

FieldDescriptionGood To Know
Session Duration

The "duration" will be stamped onto session notes after they are completed and saved.

VERY IMPORTANT: The duration will NOT be updated if a user makes EDITS to an appointment that was already verified.

To update the duration on the saved session note  in the client filing cabinet, the user will need to Edit the session note in some way and "re-save".


Staff  Information

"Licensure/Credential"

A Licensure/Credential must be selected in the Staff Profile for this data to pre populate. 


Company Information:

  1. Agency NPI

  2. Tax ID

The company NPI and Tax ID must be entered in your company account for the data to pre populate in the session note.

Client Information:

  1. Client Medical Record ID
  2. Insured ID
  3. Client ID
  4. Diagnostic Code

A. Client Medical Record and Insured ID pulls from the Client Funder Policy Info.

Funder  must be  set up as an "Insurance Type".

B. Diagnostic Code: This is the diagnosis code that is connected to the authorization that the user has selected for the appointment the session note is being completed for.

C. Client ID: This is the optional field in the Client Profile Demographics area. 



Billing Information

  1. Location Code
  2. Place of Service
  3. Place of Address
  4. Billing Code/Modifiers


All billing data displayed will be pulled from the appointment the session note has been completed for.