With custom note templates, you can design an 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.
If you're part of an organization or team in Upheal, your custom templates will be automatically shared with your whole organization.
Starting from an existing template (recommended)
To create a custom template, we recommend customizing an existing note template to suit your practice.
To create a customizable template from an existing note template:
In the left menu, click Note templates.
Scroll to find the template you want to customize. You can use the tabs at the top to filter by Intake, Progress, Client summary, Therapy, Psychiatry, or Medical.
Templates will also be sorted by Individual, Couple, and Family.
Be sure to select the correct template, as individual note templates are only available for use in individual sessions, couple note templates are only available for sessions with couples, and the family note template is only available for sessions with families.Click Customize on the note template you want to customize.
Click Continue.
A copy of the selected template will be made for you to customize; the original will always be available.
Now, you can customize the template to suit your practice; see below.
Customizing the template
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 sections by note type, click the note type in the list near the top. 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 three dots in the note section, then click Remove section.
Renaming note sections
To rename a note section, click on the section name, and type a new name.
Or, click the three dots, and click Change section title.
Reordering note sections
Click the three dots, 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 three dots in 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 three dots in 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.
To add custom static text:
Click Add section.
Start to type "custom static text" in the search bar. You won't need to type the full phrase before it appears in the list.
Click Custom static text.
To change the title, click Custom static text. To add text, simply click in the box below Custom static text and begin to type.
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 three dots beside the section name, and click the section type.
Select a new section from the list.
The section is replaced with your new selection.
Save your note template
When you're finished, click Save template.
The template will appear in Note templates under My templates. You can edit it any time.
Creating a custom note template from a PDF
You can upload a PDF of your preferred note template, and it will be converted into a customizable template.
Template extraction is powered by AI and may not be 100% accurate. Please review and edit the generated template to ensure it meets your needs.
To create a custom note template from a PDF:
In the left menu, click Note templates.
Click New template.
Click Convert a PDF.
Choose whether the template is for Individuals, Couples, or Families. Note that templates made for individuals will only be available for sessions with individuals, couples templates are only available for sessions with couples, and the family note template is only available for sessions with families.
Use the dropdown menus to set the Specialization and Document type.
Click Browse Files, and select the PDF you want to upload from your device. The upload will begin automatically, and you'll see this page while the information is quickly extracted from the PDF:
Your template is now ready to customize.
Creating a template from scratch
You can also build a template from scratch, although we recommend customizing an existing template or uploading from a PDF.
To create a template from scratch:
In the left menu, click Note templates.
Click New template.
Click Create from scratch.
Choose whether the template is for Individuals, Couples, or Families. Note that templates made for individuals will only be available for sessions with individuals, couples templates are only available for sessions with couples, and the family note template is only available for sessions with families.
Set the Specialization and Document type.
Click Create template.
Name your template, enter a description, and optionally, change the title of the note.
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:
In the left menu, Note templates.
Click Edit on the note template you'd like to edit.
Make changes as needed, and click Update template.
