Custom Clinical Note Templates for Your Practice
Build your own note templates with custom sections for ABA therapy, trauma-focused CBT, group sessions, or any clinical specialty. Professional plan feature.
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Custom templates let you define your own note structure beyond the built-in formats. If your practice uses specialized documentation, such as ABA session notes with Antecedent/Behavior/Consequence sections or trauma-focused CBT notes with specific safety assessment fields, you can describe the note you want in your own words. Each custom template is a name plus free-text generation instructions (up to 2,000 characters), saved to your account for reuse across all future notes.
How do you create a custom template?
- 1
Open the Note Editor
Click "New Note" from the dashboard to open the Note Editor.
- 2
Open the Custom tab
In the note type selector, click the "Custom" tab. If you're not on the Professional plan, the tab shows a lock and an upgrade option instead.
- 3
Start a new template
Click the "+ New Template" card, then give your template a name in the Template Name box (e.g., "ABA Session Note", "Trauma-Focused CBT Note").
- 4
Write your generation instructions
In the Generation Instructions box, describe the note you want in plain language, including the sections to use (e.g., "Generate an ABA progress note with sections for Antecedent, Behavior, Consequence, and Data Collection"). You can write up to 2,000 characters.
- 5
Save and use
Click "Save Template". Your custom template appears as a card in the Custom tab for all future notes.
What tips save time?
- Custom templates (the name and the generation instructions you write) are saved to your account on our servers and persist across sessions. Do not include client names or other client-identifying details in a template.
- You can create multiple custom templates for different client populations or session types.
- To edit a template, select its card, change the instructions, and click "Save Template" again. Use "Delete" to remove it.
Frequently asked questions
How many custom templates can I create?
Professional plan users can create unlimited custom templates.
Can I share a custom template with colleagues?
Not yet: templates are currently per-account. Team sharing is on the roadmap.
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Still have questions? Email our support team (we typically respond within one business day).