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How to get the note to always refer to patient as "Pt/Ct"

Set Supanote to always use “Pt” or “Ct” when referring to clients, automatically in every note.

Updated over 3 months ago

There are two ways to go about it:


1. Using SupaAI

You can easily tell Supanote how you want the patient to be referred to throughout your notes. Here's how:

  • Open your note , from your dashboard, click View Note

  • Click Supa AI (top of note)

  • In the input box, type:

    • “Replace all mentions of ‘client’ with ‘Pt’. And always use ‘Pt’ going forward.”

    • You can do the same for “Ct”

  • Click Apply and Supa AI will update the note instantly


2. Using Note Preferences

You can also set this preference permanently in your personal settings:

  • Go to Settings (profile icon → Settings)

  • Click Note Preferences in the left-hand menu

  • Under Personalise my notes, set Refer to patient as? to Pt or Ct

  • Click Save , and this will apply automatically to all future notes


Need help?

If you have any questions about setting up consistent language preferences across all your notes , we’ve got you. Just drop us a message at [email protected]


Or book a free 1:1 walkthrough with our team here and we’ll guide you through anything you need.

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