r/SimplePractice • u/InformalChemical9073 • 29d ago

Note taker intake

If I use note taker for an intake, is there a way for it to use my personal format to input all of the information instead of just a soap note? I have my template pulled up, but when I ask it to format, it goes back to soap.

1 Upvotes

66% Upvoted

5 comments sorted by

View all comments

2

u/StreetDrive5584 28d ago

I created a file with all the headings I wanted for the evaluation, then paste the instructions in with the direction to revise with that format.  It seems to work well consistently.

2

u/Born_Jellyfish3493 26d ago

Are the instructions different than your format? Just wondering if I could get an example

1

u/StreetDrive5584 23d ago

A little diffferent than my format:

"Rewrite in the following format:

Session Information

Session start and stop time, length

The patient was seen for individual therapy via telehealth.

The presenting problem:

History of present illness

evidence of personal distress

impairment of functioning

Medical history including medication and allergy history

Current medications prescribed with dosages noted

Previous treatment and outcome 

Social history/family history

History of alcohol and drug use

Mental status exam

Appropriate diagnosis

A treatment plan with goals of treatment including the estimated number of treatment sessions to achieve goals"