We would love the ability to create client-specific selection option dynamic fields (rather than note-specific fields).

Common Use Case Example:

“People Present During Session”

Similar to how we can select which interventions were used in a session when tied to a program data field selection option, it would be extremely helpful to have a client-specific dropdown that pulls in the full legal names of relevant individuals (e.g., caregivers, teachers, staff) associated with that client.

This would:

Reduce documentation errors

Ensure full legal name accuracy for compliance requirements

Standardize documentation across providers

Another example would be the ability to select from a client-specific IEP goal list within the session note template, rather than manually typing or using the IEP goal as the program name as they are typically rather long.