May 29, 2025

Smart Sections: Custom AI-powered note templates

Smart Sections: Custom AI-powered note templates

Documentation should reflect your unique therapeutic approach, not force you into rigid templates. That's why we're introducing Smart Sections - a feature that lets you teach our AI to write notes in your clinical voice using custom prompts.

What can you do with Smart Sections?

  • Create AI-powered sections using your own custom prompts
  • Train the AI to capture your specific therapeutic approach and professional voice
  • Build templates for specialized modalities like EMDR, DBT, or family systems work
  • Include formatting preferences and clinical frameworks in your prompts
  • Preview and refine sections before your next session

Smart Sections work by allowing you to craft detailed prompts that specify exactly what information to capture and how to present it. Whether you're tracking ERP exposures, documenting trauma processing, or monitoring couples therapy dynamics, you can create sections that align perfectly with your practice.

The key is specificity: tell the AI your preferred format, reference your theoretical approach, and include examples of your ideal output. You can even provide samples of your own writing style to ensure consistency across all notes.

Smart Sections are available now with Premium plans, building on our foundation of 100+ pre-built sections. Start with one area where current documentation feels most limiting, then expand as you become comfortable with the prompting process.