Label-based Session note permissions

Use labels and role-based permissions to limit who can create specific session notes. For example, you only want BTs to create session notes created for BTs and not BCBAs. To do this, you would first assign labels to note templates and you can learn more about this in this article.

Once you have labels set up for your session note templates, you can then limit what roles can create notes with certain labels or notes that are unlabeled. 

To set this up:

1. Go to Roles and select the role you want to assign session note permissions.

2. Scroll down to the Notes section. Then go to "Create Notes" permission and turn on a "Create Notes" permission, you will see an option to allow the role to create any note or create "Selected" labels.  

3. Add the labels you want that role to create. Then that role will only see notes with those labels or Unlabeled (if selected) in the dropdown when they go to create a note.