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
Open the session's Note tab (it must read Ready to review, not Finalized)
Optionally type what you want changed in the Instructions for regeneration box
Click Regenerate note (at the bottom of the Note tab)
A Writing card shows progress, then the new note appears
The transcript stays untouched. Only the generated text is replaced.
Your edits are kept
Regenerate note rewrites the sections the AI wrote and keeps the ones you changed (tagged Edited by you) and any that came from an imported note (tagged Imported). Afterwards a line reads "Regenerated. Kept your edits to …" naming the sections it left alone, with a Replace all instead link if you did want everything rewritten.
To rewrite everything up front, click the small arrow on the right of Regenerate note and choose Replace all; Keep my edits is the default.
Regenerating one section
Each section heading has a Regenerate button on the right. It rewrites just that section from the session; every other section stays as it is. It always keeps the note's current format.
When the format changed
If you changed the note format (globally or for this client) since the note was written, clicking Regenerate note asks first: "This note is SOAP, but this client's notes now use DAP. Regenerate it as DAP, or keep SOAP?" Switch rewrites every section in the new format, so edits don't carry over; Keep regenerates in the note's own format and keeps your edits as usual; Cancel changes nothing. See Note formats.
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 — SOAP, DAP, BIRP, GIRP, PIRP or SIRP. Set in Settings › Notes › Note style › Format, or per patient on the patient detail page.
Detail level — concise, standard, comprehensive. Set in Settings › Notes › Note style › Detail level.
Direct quotes — how often the note quotes the client verbatim. Set in Settings › Notes › Note style › Direct quotes.
Modality — if the AI's clinical voice is wrong for this patient (you do CBT but the note reads like ACT), check the modality. The default is in Settings › You & practice › Modalities, with a per-patient override on the patient detail page.
Custom instructions — free-form text added to every note generation. Set globally in Settings › Notes › Note style › Your instructions, or per patient as the Note prompt in their Client settings (Notes tab).
Treatment goals and diagnoses — kept on the patient page; add or change them and regenerate.
Change the setting, then regenerate.
Regenerating with an 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" — type it in the Instructions for regeneration box above the Regenerate button, then click Regenerate note. The AI receives the existing note plus your instruction and revises it rather than starting from scratch, so the parts you didn't ask about stay as they are. Combined with the kept-edits rule above, sections you have edited yourself are not touched at all.
Will regeneration take the same time as the first generation?
Yes — generation runs locally, no usage cost. The only "cost" is your time waiting for it. Wait times depend on which model you use and transcript length:
What's preserved across regenerations
The transcript
Your patient settings (modality, format, note prompt, treatment goals, diagnoses, case overview)
The session metadata
Sections you edited and sections from an imported note (unless you choose Replace all or switch formats)
Only the sections the AI wrote are replaced.