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Generated-note template

Open Settings and choose the template whose label follows the profession: Consult Note Template, Session Note Template, Nutrition Note Template, or Therapy Note Template.

The active template is an ordered list of sections. Each section has a title and optional instruction for the AI.

  1. Drag sections to reorder them; the list saves the new order.
  2. Open a section to edit its title or description.
  3. Choose Add Section to create one.
  4. Remove a section when more than one remains.
  5. Use Templates to replace the active sections with a profession-ready default after confirmation.

Template changes affect notes generated afterward. They do not rewrite existing generated notes. Applying a default replaces current custom sections.