Per-patient customization
Most of Confidant's behavior is configured globally in Settings, but two things can be set per patient on the patient detail page. They override the global default just for that patient.
What you can override per patient
Therapy modality
Eight pill buttons on the patient detail page: CBT, DBT, ACT, Psychodynamic, Person-Centered, Integrative, EMDR, Other. Click to toggle each on or off. You can have multiple modalities active at once. At least one must remain selected.
This drives the clinical voice the AI uses when writing this patient's notes. Good for cases that don't fit your usual approach — e.g. you mostly do CBT but this specific patient is in EMDR for trauma.
Note format
Three pills: Default, SOAP, DAP.
- Default — uses your global setting from Settings → Notes → Note Format. If you change your global default later, this patient follows.
- SOAP — always SOAP for this patient, regardless of global setting.
- DAP — always DAP for this patient, regardless of global setting.
Useful when one patient's chart is in a different format than the rest of your practice.
What you can't override per patient (yet)
These are global only:
- Note density (brief / standard / detailed)
- Direct quotes (none / some / many)
- Custom instructions — applies to every note for every patient
- Therapist pronouns
If you want any of these per-patient, let us know — these are tracked as feature requests.
How overrides save
Click a pill, the change saves immediately. There's no Save button on these — the visual state is the truth.
When overrides take effect
For new note generations only. Existing notes don't auto-update when you change the override. Regenerate to apply.
Pronouns are different
Patient pronouns (he/him, she/her, they/them) are set on the Edit patient form, not as a per-patient override pill. They drive how the AI refers to the patient in notes ("he reported," "they expressed"). Set on patient creation; edit later via the Edit button.