Clinicians can set up their note preferences to customize how AI-generated or default notes appear. This helps keep your notes consistent with your style and terminology.
Step 1: Access Note Preferences
In the Notes tab, click the Preferences button.
This opens the note preferences dialog, where you can adjust your settings.
Step 2: Choose a Note Template
Select the template you prefer for automatic notes, e.g., SOAP or BIRP.
This template will guide the structure of all AI-generated notes.
Step 3: Set Clinician & Client References
Define how you refer to yourself in notes: Clinician, Therapist, Counselor, Physician, Provider, Social Worker.
Define how you refer to clients: Client, Patient, or first name.
Step 4: Set Note Style
Choose the length of notes: Concise, Default, or Thorough.
Choose whether to include direct quotes from the session.
Choose the tone: Normal or More detailed.
Step 5: Save Preferences
Click Save.
All AI-generated or automatic notes will now follow these settings for consistency and clarity.