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Notes and AI

Understanding Progress Note Templates

Learn about the different templates available and how to choose the right one for your patient encounters.

Available templates

SOAP Note (Standard)

  • Processing time: Less than 10 seconds
  • Patient history review: Essential information only
  • Detail level: Standard
  • Best for: Shorter sessions and routine follow-ups
  • Plan: Available on all plans

SOAP Note (Advanced)

  • Processing time: Around 25 seconds
  • Patient history review: Deep analysis of patient history, timeline of events, and family history
  • Detail level: Fuller narrative, including history and context
  • Best for: Behavioral health sessions and encounters up to 2 hours
  • Plan: Requires a paid plan

SOAP Note (PRO)

  • Processing time: Around 1 minute
  • Patient history review: Full chart history
  • Detail level: Most detailed, including medications, conditions, and outcomes
  • Best for: Complex cases that need more detail
  • Plan: Requires a paid plan; uses an additional 0.5 note credits

New Patient Intake

  • Processing time: Similar to Advanced
  • Patient history review: Deep analysis with intake-specific elements
  • Detail level: Full intake sections
  • Best for: First-time patient visits
  • Plan: Requires a paid plan

Therapists will also see a “DAP Note” option. Additional templates may be available depending on your profession and account type.

Changing templates after creation

On an unsigned note, click Template. The Change Template window opens with Built-in and Custom tabs.

  1. Pick a template
  2. Click Apply Template

With no custom templates, Custom shows No custom templates yet and Create one from Apps → Templates.

Applying a different template uses an additional note credit.

Customizing your templates

Note components

In AI Settings, you can select specific note components to include, such as Therapeutic Intervention.

AI instructions

Use the AI Instructions area in AI Settings to add custom requirements, for example:

  • “Use concise bullet points”
  • “Add a statement confirming patient consent”

Use Standard for shorter visits. Advanced or PRO for longer or more complex cases. Advanced and PRO need a paid plan. PRO uses an additional 0.5 note credits. Remaining credits are on Usage and credits.

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