There are many fields from member, learner, and organization profiles that can pull into a session note Each time automatically.
To see a list of fields that can pull into session notes, please reference these articles:
To add an imported fields from a profile:
1. Edit the learner, member, or organization profile to include the information into the appropriate profile.
2. Edit the session template to include the appropriate imported field
a. Go to settings
b. Click on the appropriate note template and click view/edit
c. Select the appropriate section in which you want to add the field
d. Click on the "+" button in that section
e. Click on "Imported Fields"
f. Select the appropriate section
g. Select the appropriate field
h. Click on the field to edit
i. Add a title and/or select relevant information you want to display in the middle column
j. Click on the three dots next to the field name to move the field up or down in the note
k. Repeat for each field you need to add
l. 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.