This article describes how special fields can be used in BestNotes templates to automatically populate client data, streamlining the process of filling out forms.
Permissions Required
No specific BestNotes permissions are required.
Understanding and Using Special Fields
When building a template, remember that most generic fields like a client’s first name, provider’s name, and all pronouns can be replaced with special fields. These fields are designed to auto-populate this information based on what’s entered in the client's file. This helps in filling out client data quickly without having to manually enter the same information on multiple templates.