Regenerating a note

If a draft isn't working — wrong tone, missed a topic, too long, too short — regenerate it. As often as you want, until you finalize.

Steps

1. Open the session in the note editor (it must be in Transcribed or Notes Ready status, not Finalized)
2. Click Regenerate note at the top of the editor
3. The current draft is replaced as the new note streams in

The transcript stays untouched. Only the generated note is replaced.

When to regenerate vs edit

• Edit for small fixes: a word, a sentence, a section
• Regenerate when the whole shape is wrong, or when you've changed a setting that affects the AI

Adjusting settings before regenerating

Common changes that warrant a regen:

• Note format — switching from SOAP to DAP or back. Set in Settings → Notes → Note Format or per patient on the patient detail page.
• Density — brief, standard, detailed. Set in Settings → Notes → Note Detail Level.
• Quote level — none, some, many. Set in Settings → Notes → Direct Quotes.
• Modality — if the AI's clinical voice is wrong for this patient (you do CBT but the note read like ACT), check the modality. The default is in Settings → Notes → Therapy Modality, with a per-patient override on the patient detail page.
• Custom instructions — free-form prompt text added to every note generation. Set globally in Settings → Notes → Custom Instructions, or per patient.

Change the setting, then regenerate.

Revising with a specific instruction

If you want to keep most of the existing note but change one thing — "make the assessment shorter," "add a safety statement to the objective" — you can give the AI a revision instruction.

In the regenerate flow, type your instruction in the prompt input that appears, then run. The AI receives the existing note plus your instruction and produces a revision rather than a fresh note from scratch. This preserves the parts you didn't ask to change.

Will regeneration cost the same as the first generation?

Yes — generation runs locally, no usage cost. The only "cost" is your time waiting for it. Most regenerations are 30 seconds to 2 minutes depending on transcript length. See Generating a note from a transcript for typical timings.

What's preserved across regenerations

• The transcript
• Your patient settings (modality, format, custom instructions, case overview)
• The session metadata
• The diagnosis selection on the note (if you've already picked one)

The note text itself is replaced. If you've spent time editing a draft and want to keep parts of it before regenerating, copy the parts you want to a scratch buffer first — there's no merge.