Ability to create narrative report sections with dynamic fields in client profile
L
Lexi Rand
One the client profile, having the ability to create various narrative information sections (i.e. demographic, background info, etc) that will automatically pull into the client's reports. Within the narrative section on the client profile, the request is to be able to add dynamic fields for changing information that must be updated with each report, such as client's current age, length of time in service, current school, current grade, etc. Thus allowing the BCBA to simply pull the updated narrative section into any report without having to comb through and update small details.
Shara Deepankar
Hi Lexi,
Thanks for submitting your request! Currently, Hi Rasmus can do this with a bit of setting up.
Firstly, Managers can set up client data fields for client fields under Settings > Organization > Client Data. These fields can be completed on the client's information tab upon intake, and then you can have these fields auto-pull into reports by selecting the Dynamic fields when editing the original report template. You can also create forms with the updated information you will need for that reporting cycle and have the caregiver/user review and complete it for the report itself. When the caregiver/user completes this, it will show up on the client's information tab (see knowledge base videos on "How to: Create & Generate Client Forms" below). You may need to train your users on how to fill in this information so that it will auto-pull on the reports themselves.
So, for instance, if you want to create a summary within your report template and set up client data fields, it would look something like this below:
Note: Dynamic Fields are within (parentheses).
(Client Name) is a/an (Client Age) year old who lives with (person's in the home) in (City, State). (Client Name) has been in services for (Number of years in therapy). (Client Name) attends (School Name) for (hours per week at school) and is in the (School Grade).
For more guidance on this topic, please see our knowledge base articles -- I've included some applicable ones below.
If you have further questions or would like to walk through this together, reach out to us at help@hirasmus.com
https://help.hirasmus.com/knowledge/how-to-create-and-generate-client-forms-in-hi-rasmus
https://help.hirasmus.com/knowledge/custom-client-data-fields