Client Data Field in Case Notes Heading

Apr 29, 2024

CDF variables can now be added to case note templates as fields in the heading. This will allow case notes to automatically add more detail to the client’s Profile Information.
ℹ️ CDF variables in case notes will automatically sync to the client’s Profile Information when the case note is saved
⚠️ Some variables that sync to the client’s profile (i.e. client’s name, contact information, Medicare information) cannot be added to the case note template