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Module 1 · Session notes

Note templates

Use built-in templates, create your own and share them across your agency.

Lesson 3 of 9~1 min readOpen in the Help Center
The Templates page with tier counts, filters and the template list.
Walkthrough

Note templates

1 min · captions and read-aloud

What templates do

A template sets the sections and structure the AI follows when it drafts a note. Open Templates from the template button on the Notes page (Manage templates) or search “Note templates” with Ctrl+K.

The Templates page with tier counts, filters and the template list.
The Templates page with tier counts, filters and the template list.
  • Basic templates are built in, for example RBT Direct Session, BCBA Supervision, Caregiver Training and Assessment / Reassessment Observation (97151).
  • Custom templates (paid plans) let you switch sections on or off and add your own.
  • Advanced templates (Pro) add AI instructions for tone and emphasis.
  • Agency templates are shared with everyone in the agency; team managers create them.

Create a template

  1. Select New template.
  2. Enter a name, choose the note type and the library (Personal or your agency), and add a description.
  3. Choose the tier (Custom or Advanced). For Advanced, write the AI instructions.
  4. Switch sections on or off (required sections stay on), add any extra sections, then Save template.