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.
1. Create a new custom note template
Create a new note template
From your menu:
In the left menu, click More.
Click Note templates.
Click New template
Click Create from scratch.
From an existing note:
Go to a session page. Above the session note, click Add note.
Click New template.
You can also create a customizable note template by uploading a PDF.
Choose whether the template is for Individuals or Couples. Note that templates made for individuals will not be available for couples sessions, and vice versa. 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
Customize from an existing note type
You can use an existing note type and customize from there.
To start from scratch, skip to Adding a section.
To customize an existing template:
Click Explore our note templates.
Find the template you wish to customize from the list, and click Preview.
Click Copy & edit.
You are now able to customize the template. See below to learn how to add, remove, or rename sections, set length and detail, and more.
Starting from scratch
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.
3. Customize your note sections
Renaming note sections
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.
4. Save your note template
When you're finished, click Save template.
The template will appear in Note templates under More in the left menu. You can edit it any time.
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, click More.
Click Note templates.
Click Preview on the note template you'd like to edit.
Click Edit.
Make changes as needed, and click Update template.
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 More.
Click Note templates.
Click New template.
Click Extract from PDF.
Choose whether the template is for Individuals or Couples. Note that templates made for individuals will not be available for couples sessions, and vice versa. 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:
When you're ready to save your template, click Update template.
Your template has been saved, and you can edit it at any time.