What are Smart Sections?
When you create custom note templates, you choose from our many preexisting note sections, and arrange them as needed. To take customization a step further, use Smart Sections.
A Smart Section is a custom AI-powered note section that follows your instructions, or prompt, to pull any information you want from your session.
Tips for writing Smart Section prompts
Be specific and focused. AI works best with clear guidelines. Tell it exactly what to look for, how to present it, and what to leave out.
Specify a length. Without a length, Smart Sections will decide how long the output should be, which may not match your template. Be precise. For example, instead of "briefly", say, "in 2-3 sentences", or, "using no more than 5 bullet points".
Avoid vague prompts. A prompt like, “Summarize the session for the therapist” doesn’t give the AI enough to work with. A prompt that says, "List the client's main concerns from this session, the therapist's response or intervention for each, and any next steps discussed. Use bullet points, with no more than 4 items", will produce better results.
Use complete sentences. Write your prompts as complete, grammatically correct sentences. Incomplete phrases or shorthand can produce unpredictable results.
Know what Smart Sections can and can’t access. Smart Sections only work with the transcript from the current session. They don’t have access to client history, previous sessions, capture method, or session time/length. Smart Sections also can’t access any information outside of Upheal, like websites or other programs.
Write each section to stand on its own. Smart Sections don’t communicate with each other; each one runs independently, with no awareness of other sections in your template. A prompt like “Keep the following brief” or “Do not repeat what was mentioned above” won’t work as intended.
Keep refining. You can preview and edit your Smart Section until it’s just right.
Examples of Smart Section prompts that work
Examples of Smart Section prompts that work
Identify any client statements from this session that directly reflect their core beliefs about themselves, others, or the world.
List any future-oriented hopes, goals, or plans that the client articulated for themselves during this session.
List the client's stated key values and any instances where they discussed aligning or misaligning their actions with these values today.
Summarize the client's understanding and acceptance of the proposed medication changes or treatment adjustments discussed in this session.
You can also be more detailed:
From today's session, provide a detailed analysis of the client's expressed emotional state. Identify the core emotions verbalized or clearly inferred from their descriptions of events. For each core emotion, list specific situations or topics discussed in this session that triggered or were associated with it. Also, note any coping mechanisms or emotional regulation strategies the client mentioned employing or struggling with in relation to these emotions during the session.
Synthesize a summary of the client's interpersonal patterns as discussed in relation to a specific relationship focused on in today's session (e.g., with a partner, parent, or colleague). Detail the client's description of their interactional style, their expressed needs and expectations within this relationship, any recurring conflicts or positive dynamics they highlighted, and any insights they voiced during this session about their role or contribution to these patterns.
How to create a Smart Section
To create a Smart Section when customizing an Upheal template:
In your Upheal menu, click More, then Note templates.
Click Preview next to the template you wish to customize.
Click Copy & Edit.
Scroll down and click Add section.
Click Smart Section.
Write your prompt for our AI to follow.
To test your prompt, click Preview section. In a few moments, you'll see sample content from a session with our demo client Tony Pasano.
If you need to adjust the prompt, click Edit instructions. Then, you can preview it again.
Edit and preview as many times as you need to make sure your Smart Section is working perfectly.
To set a name, reorder, or remove this section, click the three dots next to Preview section.
When you're finished customizing your template, click Update template.
To create a Smart Section when building a template from scratch:
In your Upheal menu, click More, then Note templates.
Click New template.
Click Create from scratch.
Choose between Individuals or Couples, then select the Specialization and Document type from the dropdown menus.
Click Create template.
Click Add section.
Click Smart Section.
Write your prompt for our AI to follow.
To test your prompt, click Preview section. In a few moments, you'll see sample content from a session with our demo client Tony Pasano.
If you need to adjust the prompt, click Edit instructions. Then, you can preview it again.
Edit and preview as many times as you need to make sure your Smart Section is working perfectly.
To set a name, reorder, or remove this section, click the three dots next to Preview section.
When you're finished creating your template, click Save template.
Now, you can generate notes using your custom template with your Smart Section! 🎉