Adding Appointment Details to Treatment Notes

For treatment notes linked to an appointment using the IntakeQ booking system, you may want to include the appointment details, such as the date of the appointment, as well as start and end times.

When creating you're treatment note template, you simply need to add the  "Appointment Details" question type, as shown below:

You can customize the text in the "Question" field as needed. You can also adjust the start and end times as needed. The output of this looks as follows on treatment notes that are linked to an appointment (this shows in the PDF printout as well):

Note: The note template itself won't show any data in the editing mode, only when you add a note to a client's timeline and link it to an appointment will you see the details posted.

If you need assistance linking treatment notes to appointments, see the following article: Linking Treatment Notes with Appointments

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