Building a Note Template

Building a Note Template in Welina will take a few steps and will involve a combination of pre-existing Dynamic fields and building out Custom Fields. So lets get into it. 

How to Create a new Template

Use the navigation menu and select Organization Setup then Note Templates at the bottom

Then Select  to create a new template

How to Build a Note Template

What we are building here is often known as a Session Note Template. In Welina we will refer to it as a Lesson Note template. They are one in the same here! 

Start with giving you Lesson Note a Name: 

Approval Mechanism

An approval mechanism allows you to set up high level approvals for your Lesson Notes. Think of it as a second set of eyes checking a note before it is considered "done". What this means is once a Lesson Note has been submitted it will be in a Pending state until an authorized approver goes into the Lesson Note dashboard to Approve it. This allows, for example, a BCBA to sign off on an RBT Lesson note before an appointment is considered fully rendered/complete. . If you do not want to have approvals set choose None from the drop down menu.

To learn more about Approval Mechanism types and how to decide which one you want to use check out this article here: What is an Approval Mechanism?

Building the Template Body

Note: The following are static fields prebuilt into the Lesson Note Templates by Welina and do not need to be added to your template body: Session date, start time, end time, session duration, client alias, staff signature, and client signature.

You can Type directly into the template body for any descriptor text you would like to add. You have rich text options if you would like to change the size, type, color etc. From here you can add in dynamic fields that are pre-built in or build in your own using custom fields if you need information values not already built in. 

Dynamic Fields: 

Dynamic Fields are smart placeholders you can add to your lesson note templates. They will automatically pull in information from your session that is relevant to the field added, like staff name or client DOB, so you don't have to worry about entering it in manually. 

Custom Fields:

Custom Fields are something you can create to collect exactly the kind of information you want in your Lesson Note and allow you to create custom check box lists or text fields that will give you full customizable control over your lesson note. Learn How to Build a Custom Field 

Here is an example of how to add dynamic fields and custom fields you have built into your Lesson Note:

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