Pull Provider Info In Report Templates | Voters

Pull Provider Info In Report Templates

Amanda Vollenweider, BCBA

Ability to input dynamic fields for provider information. Example being able to autofill in the Case Supervisor, their certification number, email, phone #, etc.

November 7, 2025

Shara Deepankar

Amanda Vollenweider, BCBA

Gotcha, thanks for clarifying! I'll make note of this on our side of things!

Shara Deepankar

Hey Amanda Vollenweider, BCBA -
You can already do this in Hi Rasmus! You would set up custom client information fields on the client profile, add the information on the client profile, and add those dynamic fields to the report template.
Below is a link to our knowledge base to set those up!
https://help.hirasmus.com/knowledge/custom-client-data-fields
Reach out to us in Hi Rasmus if you have any further questions [Help] >> [Support] >> [Request Support]

Amanda Vollenweider, BCBA

Shara Deepankar Right, but that creates an extra step when inputting client information when we've already input that information into the provider's profile. If the reports could pull information from the provider profile that would save additional steps that could lead to more errors when inputting.