Adding Credentials to your Profile
Many times, insurance require that service providers include their credentials on their session notes. To populate this information into your notes, you first need to verify that you have added credentials to your member profile.
To do so:
click on Organizations
select your org
scroll to and select My Membership
click on the ellipses in the right-hand corner
select Edit
scroll down to Credentials
select all relevant credentials from the drop-down
click Save
If you cannot find a credential in the drop-down list, please reach out to your CSC so that they can request that credential be added to the list.
To ensure that credentials are added to your session note, you will need to edit the template. To learn more about this, please see this help article.
Last updated: 6/12/25