To edit or add to the organization profile, from the organization's home screen select Settings --> then "Organization Profile" --> then click on "Edit".
Once you are done editing, be sure to hit the "Save" button to save changes.
A few of the organization's profile fields can pull into the session notes as "imported fields".
Imported fields will pull the information from the organization profile into the session note or treatment plan automatically.
The Organization profile contains the following fields. Bolded fields can be imported to notes and reports.
Unique Name (name within Motivity)
Name
Email
Phone
Website
Tax ID
Address
Notes
Can use for specific organization information you want others to reference. Can include links to websites you want your staff/users to quickly reference.
To add these fields into a note template or report, please refer to this article: Adding Learner, Member, and Organization Profile Information into a Note Template
Last Updated: 8/27/26 by Tatum Winslow