Users with access to the “Service Codes” section of the Billing module and the (Service Code > Associate Templates) permission can associate service codes to session note templates. Session note templates need to be associated with the service code(s) attached to an appointment.
To associate service codes to session note templates:
- Navigate to the Billing module and select Service Codes
- Choose a service code
- Click the Associate Templates tab
- Click the + on the right-hand side and select the New Template drop-down
- Choose a Session Note Template from the list and in the “Optional” drop-down determine if the session note should be optional or required. If the Session Note is required, it needs to be completed before ending the appointment in CR Mobile.
- Click Save
- Select the Note Templates tab and remove any existing session notes.
- Click Save