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'Saved' text in new notes

Feature RequestHigh Prioritypractice management

I’m wondering if it would be possible to have some information set as standard in new notes, so that it would automatically be there every time we generate a new note. I just watched a Pesi webinar about the ethics and risk management of using AI in mental heath, and would like to have a statement as part of the note, without copy/pasting it every single time.

Posted by Katerina Philbrick ·
Status: Completed4 comments

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Comments4

  • Katerina Philbrick

    •

    Mar 20

    I figured out how to do it! Never mind!

    • Upheal Moderator

      Team•

      Mar 20

      Good to hear! @Katerina Philbrick We were about to suggest a workaround, but now we’re curious: what solution did you come up with? 🙂

      • Katerina Philbrick

        •

        Mar 20

        I dug around and found where you can make a custom note template. So I copied the soap note format to a new one and added a blank text box at the bottom. It’s exactly what I was looking for. Thank you!

        • Upheal Moderator

          Team•

          Mar 20

          Yes! Love that solution – that’s exactly the workaround we recommend as well.