Brian Curley
Brian Curley
Chief Creative Officer

Places of Service on Session Notes

You now have the ability to designate and modify a session note's Place of Service. The underlying "Place of Service (PoS)" attached to a note defines the exact timezone this note was created in. You can store many PoS for your organization, as well as for each individual learner. When generating a note, we take the learner's default PoS first, give the option to modify to a different PoS, or fallback to the organization PoS if no other defaults exist. This ensures that no matter who is looking at your session note, they are always seeing the times in the correct timezone.

You can add PoS by navigating to Org > Settings > Places of Service or Learner > Places of Service.