Customizing how your notes sound

The AI writes in your voice as much as it can — but you tell it what your voice is. Five settings shape every generated note.

1. Therapy Modality

The clinical framework you practice. Sets the vocabulary the AI uses for interventions and assessments.

• Settings → Notes → Therapy Modality — your global default
• Per-patient override on the patient detail page (under "Therapy modality")

You can pick more than one — useful if you blend (e.g. CBT + DBT, or person-centered + EMDR). The AI uses language consistent with whichever modality is selected for the patient.

Available modalities: CBT, DBT, ACT, psychodynamic, person-centered, EMDR, integrative.

2. Note Format

SOAP or DAP. See SOAP vs DAP for which to pick.

• Settings → Notes → Note Format — your global default
• Per-patient override on the patient detail page (under "Note format")

3. Note Detail Level (density)

How long each section should be:

• Brief — 2–3 sentences per section. Just the essential clinical facts.
• Standard — default; sections are appropriately sized for what was discussed
• Detailed — 5–7 sentences per section. Captures clinical nuance, includes context, documents specific responses to interventions.

Set in Settings → Notes → Note Detail Level. There's no per-patient override — pick the density that matches your documentation style overall.

4. Direct Quotes

How often direct quotes from the client appear in the note:

• None — no quotes; everything is paraphrased in clinical voice
• Some — default; quotes appear where they meaningfully ground an observation
• Many — quotes used liberally to capture the client's voice

Set in Settings → Notes → Direct Quotes.

5. Custom Instructions

Free-form text prepended to every note generation. The AI receives this as instructions to follow precisely. Use it for things you want in every note that aren't covered by the structured settings.

Examples:

• "Always note attachment style observations in the assessment."
• "Use British English spelling."
• "Include a one-line safety scan even when no risk is present."
• "Refer to me as 'this clinician' rather than 'therapist' in the note."

Set in Settings → Notes → Custom Instructions. This applies to every note across every patient — there's no per-patient custom instructions field today (planned).

When to change which

After changing any setting, regenerate the note for it to take effect. Existing notes don't auto-update.