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Feature Request

hello, I typically complete all of my notes wiht the following types of statements.

"Plan: CBT and ACT Treatment for Panic Disorder, Agoraphobia, Social Anxiety Disorder, and Obsessive-Compulsive Personality Disorder, with next session focusing on interoceptive exposures while driving."

I cannot figure out a way to "copy forward" the first part of the paragraph (up until the words "....Personality Disorder") when doing a custom note template. I don't want to have a custom note template because it is particular to each patient. For example and I don't want it tied to the official diagnoses or therapy modalities in the file because the list of modalities that I list here are ALL of the modalities that I do in the treatment and in this final section, these are just the modalities and interventions that I am currently doing. Is this possible, either using the smart edit feature or with specific language in the custom note?

Posted by David Singer ·
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Comments1

  • Leila Anderson

    •

    Jul 27

    Hi there!

    The plan section is generated from each session's transcript, so it can't hold fixed text that stays identical for a particular client week to week - there's no place for that to live yet (although I’ve logged this as a feature request for the future). You could theoretically create copies of your template for each client (named, for example, John Smith SOAP) with “Custom Static Text” sections tailored to each client - that would “lock in” that section of your plan in a deterministic way. Though depending on your caseload, that may not feel worth it.

    Alternatively, I've written you a Smart Section prompt that locks the sentence structure and captures the next-session focus reliably. If the output isn’t what you want, you can ask the Assistant to look back at the last note and edit the current note to reflect that text. 

    Write the plan as a single sentence in this exact form:
    "[Modalities] treatment for [conditions], with next session focusing on [focus]."

    - [Modalities]: only the therapeutic approaches the therapist used or named in this session, as stated (e.g. CBT, ACT).
    - [conditions]: only the clinical concerns explicitly named in this session.
    - [focus]: the specific plan for the next session as agreed in this session.
    - If the next-session focus was not discussed, end the sentence after the conditions.
    - Output one sentence only. No headings, bullets, or commentary.

    Hope this helps!