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: