Settings of specific sections of progress notes. I have selected "brief" for the section regarding "interventions with modalities". However, I am still getting extended information. I am currently having to regenerate each progress note.Please advise on how to correct this.
Hi there! There are a couple of options for correcting this depending on your needs and what specific content you’re wanting included.
First, you could create a custom template with a Smart Section for that section. Prompt it to include only the content that you want, e.g. “Very briefly, in bullet point format, summarize the clinical interventions that were used in this session.” If you want modality info in there too, you can add “Note the therapeutic modality associated with each intervention.”
There are also shorter intervention sections, like Interventions with Categories, that might meet your needs better.
Finally, if you’re using named clients (not anonymous) in your sessions, the Personalization process should kick in over time. Over the course of 3ish sessions per client, you should see your preferences start to be reflected. (We have it set up that way so a single change doesn’t shift your whole documentation style.) If you don’t want to manually edit that section, you could use Smart Edit or ask the Assistant to shorten it for you.
We have more robust personalization options planned in the future too so keep an eye out!
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Leila Anderson
Apr 29
Hi there! There are a couple of options for correcting this depending on your needs and what specific content you’re wanting included.
First, you could create a custom template with a Smart Section for that section. Prompt it to include only the content that you want, e.g. “Very briefly, in bullet point format, summarize the clinical interventions that were used in this session.” If you want modality info in there too, you can add “Note the therapeutic modality associated with each intervention.”
There are also shorter intervention sections, like Interventions with Categories, that might meet your needs better.
Finally, if you’re using named clients (not anonymous) in your sessions, the Personalization process should kick in over time. Over the course of 3ish sessions per client, you should see your preferences start to be reflected. (We have it set up that way so a single change doesn’t shift your whole documentation style.) If you don’t want to manually edit that section, you could use Smart Edit or ask the Assistant to shorten it for you.
We have more robust personalization options planned in the future too so keep an eye out!