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Notes and AI

Understanding Progress Note Templates

Learn about the different templates available and how to choose the right one for your patient encounters.

Table of contents

When creating a progress note, you’ll see several template options. Each is suited to different encounter types and produces varying levels of detail.

Available templates

SOAP Note (Standard)

  • Processing time: Less than 10 seconds
  • Patient history review: Essential information only
  • Detail level: Standard
  • Best for: Shorter sessions and routine follow-ups
  • Plan: Available on all plans

SOAP Note (Advanced)

  • Processing time: Around 25 seconds
  • Patient history review: Deep analysis of patient history, timeline of events, and family history
  • Detail level: More comprehensive, covers the patient’s story and journey
  • Best for: Behavioral health sessions and encounters up to 2 hours
  • Plan: Requires a paid plan

SOAP Note (PRO)

  • Processing time: Around 1 minute
  • Patient history review: Comprehensive analysis of all patient history
  • Detail level: Most detailed, with complex review of medications, conditions, and outcomes
  • Best for: Complex cases requiring thorough documentation
  • Plan: Requires a paid plan; uses an additional 0.5 note credits

New Patient Intake

  • Processing time: Similar to Advanced
  • Patient history review: Deep analysis with intake-specific elements
  • Detail level: Comprehensive with intake components
  • Best for: First-time patient visits
  • Plan: Requires a paid plan

Therapists will also see a “DAP Note” option. Additional templates may be available depending on your profession and account type.

Changing templates after creation

  1. Click Change Template
  2. Select your preferred template
  3. Click Reprocess

Each reprocess uses an additional note credit.

Customizing your templates

Note components

In AI Settings, you can select specific note components to include, such as Therapeutic Intervention.

AI instructions

Use the AI Instructions area in AI Settings to add custom requirements, for example:

  • “Use concise bullet points”
  • “Add a statement confirming patient consent”

Choosing the right template

  • Session length: Standard for shorter visits; Advanced or PRO for longer sessions
  • Complexity: PRO for patients with multiple conditions or complex medication regimens
  • Processing time: Standard is fastest; PRO takes about a minute
  • Plan: Advanced and PRO require a paid plan
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