Creating Filtered Subsections in Notes (Motivity Clinical)

This article applies to Motivity Clinical. It explains how to build a section of a session note that appears based on the answer to an earlier question.

A filtered subsection is a section of your session note that is displayed based on your response to a previous question. For example if your answer to the question "Did program modification occur?" is "yes" a filtered subsection opens up with different possible modifications that you can choose from in the form of radio buttons, check boxes or a drop down menu.

Create a new section by clicking the + sign and choose section

The + menu in the Motivity Clinical note template builder, with the Section option.

Click on the three dots next to the section to move it up or down in the note template

The three dots menu next to a section in the Motivity Clinical note template builder, used to move the section up or down.

Click on the section to start editing it. Give the section a name and decide if you want the name displayed in the finished note or report

The section name settings in the Motivity Clinical note template builder.

Click the box that says "Filter subsections".
Choose if you want your options presented as radio buttons, check boxes or drop-down.

The Filter subsections box in Motivity Clinical, with the choice of radio buttons, check boxes or drop-down.

Create your choices, e.g. "no" and "yes" by clicking the + sign to generate the number of choices, in this example two.

The + sign in Motivity Clinical for generating the number of choices, here two.

Label your choices

The no and yes choice labels entered in the Motivity Clinical note template builder.

Now we want to create the subsections that should appear if we select yes. Click the + Subsection to the right of "yes".

The + Subsection button to the right of the yes choice in Motivity Clinical.

Label your subsection identifier. We might for example want the full name of the Behavior Analyst.

The subsection identifier field in Motivity Clinical, here used for the full name of the Behavior Analyst.

Create a subsection under the section "Did behavior modification occur?" by clicking the + sign just below and choose "section".

The + menu below the section in Motivity Clinical, with the Section option for creating a subsection.

You have created a subsection under "Did behavior modification occur?"

The new subsection created under the Did behavior modification occur section in Motivity Clinical.

Now copy the name of your subsection identifier and paste it into your subsection's section name. It is very important that the name of the subsection is identical to your subsection identifier, that is why we recoomend to copy and paste. Click "show name at top of section" if appropriate.

The subsection name in Motivity Clinical pasted to match the subsection identifier, with the show name at top of section option.

We can then go in and add for example a text line where the behavior analyst can type their name.

A text line field added to the subsection in the Motivity Clinical note template builder.

In the panel furthest to the right you can observe how these features are being built into your template.

The right-hand preview panel in Motivity Clinical showing how the features are built into the template.

Let's add check boxes for types of program modifications by clicking the + sign in the subsection and choose "Check Boxes".

The + menu inside the subsection in Motivity Clinical, with the Check Boxes option.

Select the "Check Boxes" field to edit. Give the check box section a name (e.g. "Type of program modification" and by using the "+ Check Box" add as many options as you want.