With custom note templates, you can design a more ideal note by choosing sections from all our existing note types, renaming and reordering note sections, and adding custom static text so that your note includes exactly the information you need.
Additionally, the availability of specific templates, such as those for individuals or couples, depends on the type of client profile linked to the session.
If you're part of an organization or team in Upheal, your custom templates will be automatically shared with your whole organization.
Templates are also linked to client profiles, ensuring that the correct template is available based on the session type.
Managing Client Profiles
The availability of specific note templates, such as couples templates, depends on the type of client profile linked to the session. Here’s how to manage client profiles to ensure the correct templates are accessible:
Create or Update Client Profiles:
If a session is showing as an individual session but requires couples templates, you need to create a Couples profile for the client.
Link the session to the Couples profile to enable access to couples-specific templates.
Switching Between Profiles:
Ensure that the correct client profile is selected before starting a session to avoid issues with template availability.
1. Create a new custom note template
Create a new note template
From your menu:
In the main menu, click Templates.
Click New template.
Or, from an existing note:
Go to a session page. Above the session note, click Add new.
Click New template.
Choose if the template is for Individuals or Couples, and set the Specialization and Document type. Click Create template.
Name your template, enter a description, and optionally, change the title of the note.
2. Choose sections for your custom template
You can start with an existing note type and customize from there (just click on the note type), or start from scratch.
Note that the selection of templates is influenced by the client profile associated with the session.
Adding a section
You can choose from our extensive library of existing note sections, or write your own instructions for a Smart Section.
Click Add section.
To filter by note type, click the note type. You can also use the search bar, or scroll through all section types.
Select the section you'd like to include.
The section appears, filled in with sample content from our demo clients.
Removing a note section
To remove a section, click the menu icon beside the section, and click Remove section.
3. Customize your note sections
Renaming note sections
Click on the section name, and type a new name.
Or, click the menu icon beside the section, and click Change section title.
Reordering note sections
Click the menu icon beside the section name, and click the up or down arrow beside Reorder to move the section up or down in the template.
Setting section length and detail level
To choose how long and detailed a section is:
Click the menu icon on the note section
Click Length
Choose a note length: Brief, Balanced, or Detailed
The chosen length is displayed on the note section. Some sections don't have customizable length.
Choosing bullet points or paragraph format
For many sections, you can choose bullet points or a narrative paragraph style:
Click the menu icon on the note section
Beside Format, choose the paragraph icon or the bullet points icon
Adding custom static text
Static text is fixed text that appears the same in every note generated with this template. It is not affected by the content of the session, like other note sections are. This can be helpful for including practice-specific details.
Click Add section.
Click Custom static text.
Type a title and section content.
This custom static text section will appear in every note you generate with this custom template.
Swapping out a note section
If you'd like to change the type of a note section:
Click the menu icon beside the section name, and click the section type
Select a new section
The section is replaced with your new selection.
4. Save your note template
When you're finished, click Save template.
The template will appear in Note templates in Settings. You can edit it any time.
Using Multiple Templates for the Same Session
You can try different note templates for the same session to explore how the content is rendered in various formats. Follow these steps:
Add a New Note:
Use the "Add Note" feature to create an additional note for the session.
This allows you to keep your original note unchanged.
Select a Different Template:
Choose a different template for the new note to see how the session content appears in other formats.
Editing a note template
You can edit a custom note template any time. Editing the template won't automatically reprocess notes already generated using that template.
To edit a custom note template:
Go to Note templates in your Settings.
Click on the note template you'd like to edit.
Make changes as needed, and click Update template.
