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 › Profile › Modalities — your global default
Per-patient override on the patient's page: click Client Settings on the top of the client page
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, integrative, EMDR, IFS (Internal Family Systems), ERP (Exposure and Response Prevention), CPT (Cognitive Processing Therapy), EFT and Gottman for couples, and Other.
2. Note Format
SOAP, DAP, BIRP, GIRP, PIRP or SIRP. See Note formats for what each one writes and which to pick. The picker lists the sections each format produces.
Settings › Notes › Note style › Format — your global default
Per-patient override on the patient's page: click Note format in the strip under their name
3. Note Detail Level (density)
How long each section should be:
Concise — the shortest, tightest notes Confidant produces, roughly half the length of Standard
Standard — default; balanced depth, covers the session thoroughly without extra elaboration
Comprehensive — full clinical detail, 5–7 sentences per section; captures nuance and quotes
Set in Settings › Notes › Note style › 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:
No quotes — no quotes; everything is paraphrased in clinical voice
Some quotes — default; quotes appear where they meaningfully ground an observation
Many quotes — quotes used liberally to capture the client's voice
Set in Settings › Notes › Note style › 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 › Note style › Your instructions; it saves when you click out of the box. This applies to every note across every patient. For one patient, use the Note prompt box on their page instead, and for one session, the Session notes for this generation box above the Generate button (see Per-patient customization).
When to change which
You want… | Change |
All notes shorter | Detail level → Concise |
All notes longer | Detail level → Comprehensive |
More client voice in notes | Direct quotes → Many quotes |
A specific patient's modality to differ from your default | Modality on the patient's page |
A specific patient charted in a different format than the rest of your practice | Note format on the patient's page |
Instructions for one patient only | Note prompt in the patient's Client settings, Notes tab |
The clinical vocabulary to match your training | Modality |
To switch formats (SOAP, DAP, BIRP, GIRP, PIRP, SIRP) | Note Format |
After changing any setting, regenerate the note for it to take effect. Existing notes don't auto-update, and regenerating keeps the sections you edited (see Regenerating a note).