---
title: Understanding Progress Note Templates | Nextvisit
description: Learn about the different templates available and how to choose the right one for your patient encounters.
url: "http://localhost:3000/help/progress-note-templates"
type: static
generatedAt: "2026-09-04T06:57:02.557Z"
---

Notes and AI
# Understanding Progress Note Templates

Learn about the different templates available and how to choose the right one for your patient encounters.
        Published May 8, 2025  ·  Updated August 30, 2026
## 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
 1. 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](/help/usage).
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