Note Taker user controls

You can use Note Taker user controls to customize how draft notes are generated to better match your documentation preferences. If you're in a group practice, these user controls are set on a clinician-by-clinician basis. Your preferences won’t affect other clinicians or their notes.

Note: User controls are being released in phases, along with ongoing improvements based on clinician feedback. If you don't see this feature in your account yet, it'll become available as the rollout continues.

To adjust your settings, a Note Taker draft must already exist for the session. When you save or update your user controls, you can refresh the draft to apply the changes. All controls will also apply to future drafts. 

To change a draft beyond what’s available as user controls, see Refining a draft note using instructions.

To control your settings:

1. Navigate to the Note tab of the appointment
2. Click Note Taker

3. In the Note Taker flyout, click the gear icon in the top right

4. In the Draft note settings window, update your preferred settings and click Save

5. Click the refresh icon to apply the changes to your current draft

The following settings are available for customizing your draft notes:

• Refer to me as controls how you're referred to in your draft notes, so the terminology matches your role or practice style
  • Clinician (default)
  • Therapist
  • Provider
  • Full name
• Refer to client as controls how your clients are referenced throughout your draft notes
  • Client (default)
  • Patient
  • Full name
  • Initials
  • First initial + last name
  • First name + last initial
• Quote use controls whether direct client quotes are included in draft notes
  • None (default)
  • Some
• Note length controls how detailed or concise your progress notes are
  • 150–250 words
  • 250–350 words
  • 350–500 words (default)
  • 500–700 words
  • 700–1,000 words

Important: You're required to review and edit all AI-generated content before saving and locking your progress note. AI may generate draft notes with mistakes, missing details, or incorrect information. Always verify the note is accurate and aligned with your clinical expertise.