Customizing Interventions

STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section.

STEP 2: Review list of global Interventions and activate any of the ones already in the account or add additional ones as needed.

●      Within the Codes & Metrics tab, click on the Interventions header.

●      Review the list of global Interventions.

○   For any that you would like to activate or add to, click on the "Edit Intervention" button. 

○   By clicking the "Active" button next to each desired intervention, you'll be able to use them within the session notes. Within this screen, you can also make edits to the pre-populated text or add additional interventions down below by pressing +Add Additional Intervention

Once you have activated the necessary interventions, these should populate on the session note. However, if you do not see them on a specific note, you will be able to add them by clicking on the + button within the note’s interventions section (example below). 

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