Displaying Appointment Details within Treatment Notes

Some users may want to include client appointment details directly in their treatment notes. This can be done by adding a special question type to your treatment note form template.

You will need to be sure the treatment note is linked to a specific appointment, if you need help with this see the following article: Linking Treatment Notes with Appointments

Question Type: Appointment Details

Within a treatment note template, select the question type labelled "Appointment Details", this will pull through the linked appointment information.

View from the note template editor:

View from a treatment note added to a client's timeline:

Still need help? Contact Us Contact Us