Note templates

Progress notes are generated into a template — the section structure your documentation follows. Start from the built-in gallery, customize anything, or build your own from scratch at Settings → Note Templates.

In this guide, we'll cover:

• Standard templates
• Adding a template to your library
• Creating or customizing a template
• Treatment plan forms
• Managing your library
• Setting your default template
• Note preferences

Standard templates

The gallery ships 14 standard templates in three categories (therapy-only practices see 13 — Psychiatry SOAP appears once the practice has a prescriber):

Therapy Notes

• Therapy Intake
• Follow-up Therapy (the starting default)
• Couples Therapy
• Family Therapy
• Group Therapy

Clinical Formats

• SOAP (Subjective, Objective, Assessment, Plan)
• DAP (Data, Assessment, Plan)
• BIRP (Behavior, Intervention, Response, Plan)
• GIRP (Goals, Intervention, Response, Plan)
• PIRP (Problem, Intervention, Response, Plan)

Specialty

• Discharge Summary
• Crisis Note
• EMDR (phase, target, cognitions, SUD and VoC, bilateral stimulation, body scan, closure)
• Psychiatry SOAP (prescriber practices)

Adding a template to your library

1. Go to Settings → Note Templates, Gallery tab. A template already in your library shows a bookmark icon and only Customize.
2. Click any card to preview its sections.

3. Click Add (on the card) or Add to Library (in the preview) to copy it into My Library as-is — or Customize to open it in the editor and make it yours first.

Only templates in your library appear in the recording page's Format picker, so "Add" is the first step to using anything from the gallery.

Creating or customizing a template

1. On the My Library tab, click New Template (or Customize on a gallery template to start from its structure). Have a paper form you already use? Import from PDF uploads a blank copy and the AI turns it into an editable template.
2. Enter a Template Name, then build the Sections (a new template starts with three example sections you can rename or delete; Add Section adds more): each has a name and an optional brief description — the description guides the AI on what belongs in that section, so a sentence like "client's reported mood, sleep, and stressors this week" pays for itself in draft quality.

3. Drag sections to reorder; add and remove freely (a template needs at least one).
4. Click Save (top right) — the template appears in My Library, ready to pick at recording time.

tip

Custom templates let you match your practice's documentation requirements or insurance expectations. Editing a template later never changes notes already generated with it — only future notes.

Form sections: checkboxes, dropdowns and text boxes

A section doesn't have to be a paragraph. Switch it to a Form and it becomes a set of fields you fill by clicking: checkboxes, pick-one lists, Yes / No, dates, short answers. When you save the note, the answers are written into the section as plain "Label: answer" lines, so the signed note reads normally.

1. In the template editor, find the section and change the type dropdown at its right from Text to Form.
2. Click Add field, type the field's label, and choose its type: Yes / No, Short answer, Paragraph, Multiple choice (pick one), Checkboxes (pick several) or Date. For the two list types, type one option per row.

3. Tick Req. on any field that must be answered before the note can be signed. (A required field never blocks saving a draft.)
4. Click Save.

Adding a text box to a checkbox or choice

Some options need an explanation: "Other", "Assessed:", "Next session scheduled for:". Give that option its own text box:

1. Under the option, tick Text response.
2. Optionally type a hint. It shows inside the empty box as a prompt (for example, "what was assessed").
3. Click Save.

When you write a note, the box opens right under the option as soon as you check it (or pick it, on a pick-one field), and stays hidden otherwise. What you type is saved next to the option: "Interventions Used: Assessed: sleep patterns; Role played". Unchecking the option removes its text.

tip

Have a long list? Click Suggest text responses at the bottom of the section. It ticks Text response on every option that looks like a write-in: "Other", a label ending in a colon, an unfinished sentence such as "Coached client on", "(see description below)", "please explain". It can't know about a one-word item like "Challenged", so tick those yourself. Look the ticks over, untick any you don't want, then save. A form you upload as a PDF comes in with these already ticked.

Fixed text, headings and dividers

Three section types change how a note looks instead of holding what you write.

• Fixed text appears on every note exactly as you wrote it in the template, for example your crisis and emergency resources. It can't be edited in the note, and AI never rewrites it. It prints on the note PDF.
• Heading puts a title over the sections below it, such as "Interventions" over Goals and Therapeutic Interventions.
• Divider draws a line across the note.

1. In the template editor, add a section (or pick an existing one) and change its type to Fixed text, Heading or Divider.
2. For fixed text, type the text in the box. Add a label above it if you want one. For a heading, type the heading.
3. Drag it into place and click Save.

New notes get the text as it is when you create them. If you change the fixed text later, notes you already wrote keep the wording they were created with.

Tip: if you have the template as a PDF (for example, exported from another EHR), click Import from PDF on the Note templates page. Headings, dividers and printed text such as crisis resources come in as these section types, and bulleted starter text comes in one item per line.

Treatment plan forms

Your practice can build its own treatment plan form, for example the click-through plan a payer or program expects. Clinicians then choose it, beside Simple and Advanced, when they start a treatment plan.

1. Go to Settings → Note Templates and open the My Library tab
2. Scroll to Treatment plan forms at the bottom and click New Treatment Plan Form
3. Give the form a Form Name. This is the name clinicians see in the picker
4. Optionally set a Default review reminder (30, 60, 90 or 180 days). New plans on this form start with that reminder, and the clinician can change it on the plan
5. Add your sections. Set a section to Form to add checkboxes, choices, dates and short answers, or leave it as Text for a free-text box. Tick Req. on any field that must be answered before the plan can be signed
6. Click Save

Each form's ⋯ menu offers Edit and Retire. A retired form is no longer offered for new plans; plans already written on it are unaffected, and Set Active brings it back. Forms are retired rather than deleted because saved plans point at them.

For how clinicians fill one in, see Your practice's own form.

Managing your library

Each My Library card's ⋯ menu offers:

• Set as Default — the yellow Default badge marks your current one.
• Duplicate — copy a template as a starting point for a variant. Give the copy its own name: two live templates can't share one, so the picker never shows two identical rows.
• Set Draft / Retire / Set Active — lifecycle states: drafts are works in progress, retired templates leave your list (a Show N retired link above the list brings them back — retiring is reversible).
• Delete — permanent, with confirmation.

Setting your default template

Three ways, same result — the template preselected for every new recording:

• Settings → Note Preferences → Default Template (shown below)
• My Library card menu → Set as Default
• On the recording page itself: pick a different Format and click the inline Set as default link

Note preferences

Settings → Note Preferences shapes how the AI writes, beyond which template it fills (everything here auto-saves):

• Enable NoteAssist — the master switch at the top of the page; when it's off, AI note generation is disabled and the preferences below are greyed out (your settings are kept and restored when you re-enable it)
• Default Template and Preferred Interventions (modalities the AI should recognize and suggest — CBT, DBT, ACT, EMDR, and more)
• Writing style — refer to the person as Client or Patient; include or exclude direct quotes; note length Brief / Standard / Detailed
• De-identify Names — keep names out of AI drafting and replace them with roles ("the client") in generated notes; transcripts are unchanged
• Recording defaults — default to telehealth mode, hide the telehealth setup guide, and the transcription provider choice
• Transcript Retention — days before session transcripts auto-delete (default 14)

Related

• How AI notes work
• Recording a session
• Magic Edit