Presets

Presets are reusable starting points you can load into a new note in one click.

Two kinds of preset

Presets come in two flavors, matched to the two structured note types:

• Treatment plan presets capture the presenting problem, behavioral definitions, diagnosis codes, and the full goal structure - goals, their objectives, and the strategies (treatment, modality, frequency) under each - plus the treatment frequency and any additional information.
• Progress note presets capture medications, risk assessments, and the body of the note: description, objective, plan, recommendation, and additional information.

Presets are shared across your practice. Anyone on your team can load a preset another clinician saved.

Loading a preset into a note

1. Start a new treatment plan or progress note
2. Click Load from library at the top of the note
3. Pick a preset from the list

The note’s fields fill in, and you keep writing from there.

Loading is safe to do mid-draft. A preset won’t overwrite text you’ve already typed into a single field - it only fills the empty ones - and it adds to lists like behavioral definitions and diagnosis codes rather than replacing them.

The built-in library

Every practice starts with a set of built-in presets, so the library isn’t empty on day one. They’re tagged System in the picker and cover common diagnoses:

• Treatment plans - Adjustment Disorder, Generalized Anxiety Disorder (adult), Major Depressive Disorder (adult), Panic Disorder, Post-Traumatic Stress Disorder, and Social Anxiety Disorder
• Progress notes - follow-up session templates for GAD, MDD, and PTSD

System presets are read-only: you can load them as often as you like, but you can’t edit or delete them. Treat them as a base - load one, then save your own version if you want a tailored starting point.

Creating your own preset

1. From any note, click Load from library, then Manage presets
2. Click New treatment plan preset or New progress note preset
3. Give the preset a name and fill in the fields you want pre-filled
4. Save

The name is how you’ll recognize it in the picker, so make it specific - “GAD - adolescent intake” beats “Anxiety”. You only need to fill the fields worth reusing; leave the rest blank and complete them per client.

Your presets show up in the picker alongside the System ones the next time you start a note.

Managing presets

The Manage presets page is where you edit, rename, and delete your practice’s presets. Deleting one doesn’t touch any notes you already created from it - those are independent the moment you load them.

Tips and gotchas

Presets aren’t note templates. Presets seed the structured fields of treatment plans and progress notes. If you’re looking to format free-text note bodies, that’s Note Templates, a separate feature.

Changes are practice-wide. Because presets are shared, editing or deleting one affects what your whole team sees in the picker. The change applies to future notes only - notes already written keep their content.