Templates ensure consistent, compliant clinical documentation while reflecting your unique therapeutic approach. Supanote provides comprehensive built-in templates for all major documentation formats, plus the flexibility to create custom templates that match your specific clinical style and practice requirements.
Benefits of using templates:
Ensures regulatory compliance and insurance requirements
Maintains consistent documentation across all client sessions
Reduces documentation time while improving quality
Supports various therapeutic modalities and practice styles
1. Using Built-In Templates
When you create a new note (via Live Session, Dictation, Upload Audio, or Input Text), you’ll see a Template dropdown.
From there, you can choose:
SOAP → Subjective, Objective, Assessment, Plan (classic, detailed, insurance-friendly)
DAP → Data, Assessment, Plan (more concise than SOAP, still structured)
BIRP → Behavior, Intervention, Response, Plan (common in behavioral health)
GIRP → Goal, Intervention, Response, Plan
PIE → Problem, Intervention, Evaluation (very clinical, very direct)
EMDR → Pre-built for EMDR session documentation
Intake → First-time client sessions (demographics, history, presenting issue, impression)
Treatment Plan → Long-term goals, interventions, timelines, and measurable outcomes
💡 Tip: Don’t stress about which template to pick at the start - you can always switch later.
2. Switching Templates on an Existing Note
Already generated a note but want to see it in another format? Easy.
Open your note (from Notes Pending Review).
In the Note Preferences panel (left side), click Template.
Choose a new format (SOAP, DAP, EMDR, etc).
Supanote will instantly reformat the note into the selected style.
Note: Switching templates overwrites the current version. If you want to keep the old format, copy/download it first.
3. Creating Your Own Custom Template
Every therapist has their own rhythm. Maybe you always start with “Presenting Concerns,” or you want a “Homework” section. Supanote lets you build this into a reusable template.
Here’s how:
Go to the Templates tab
From your dashboard, click Templates (top menu)
you can view the list of standard templates
For each template you can preview an example by clicking on "preview"
You can also personalize the standard template by clicking on "Personalize" from the preview
2. Build or Edit a Template from Scratch
For deeper control, you can create your own reusable template:
Go to Templates tab
From your dashboard, click Templates in the top menu.
Choose how to start
Use existing note → Paste in a past note you like. Supanote will convert it into a reusable template.
Start from scratch → Add sections one by one (SOAP, DAP, Intake, etc.).
Add the sections you want
Mix and match formats. Example: SOAP + Treatment Plan, or DAP + Risk Assessment.
Use Custom Sections for your own headings (e.g., “Homework Given,” “Supervisor Comments”).
Save your template
Give it a clear name (e.g., “EMDR Progress Note,” “Short SOAP”).
Click Save Template.
Your custom template is now available in the dropdown whenever you generate a new note.
4. Making Supanote Learn Your Style
Every time you edit a draft, Supanote gets smarter about your preferences.
Examples:
Always prefer “Pt” instead of “Client”? Save it under Note Preferences.
Use CBT interventions often? Add “cognitive restructuring, behavioral activation” to your default instructions.
Want a more concise voice? Tell Supa AI: “Summarize in bullet points, keep sentences under 12 words.”
Over time, your templates + edits + Supa AI instructions = notes that sound like you wrote them.
💡 Pro Tip: Create separate templates for different modalities (e.g., CBT, DBT, IFS) so Supanote instantly frames the note in the right clinical language.
Video Tutorial:
Need Help?
Template customization assistance:
Email Support: [email protected] for template development questions
Personalized Training: Schedule 1:1 sessions with clinical documentation specialists here