There are many fields from member, learner, and organization profiles that allows you to pull information directly into a session note every time. To see a list of fields that can be pulled into session notes, please reference these articles:
To add an imported fields from a profile:
First, we need to ensure that the profiles of our learners, staff and organization include the information that we want to pull into our notes and reports. Click "profile" for your learner and add/edit any relevant information.
Edit the session template to include the appropriate imported field
Go to your organization's Note/Report Template Library
Click on the appropriate note template and click view/edit
Select the appropriate section in which you want to add the field
Click on the "+" button in that section
Click on "Imported Fields"
Select the appropriate section
Select the appropriate field
Click on the three dots next to the field name to move the field up or down in the note
Click on the field to make any edits
Add a title and/or select relevant information you want to display in the middle column
Repeat for each field you need to add
Click "Update"
3. Information will be reflected when you create session notes after the template has been updated. Old notes will not be updated to reflect these changes.
Updated 8/24/26 by Alexandra Ahlgren