The Custom Templates feature allows you to create fully customized note formats tailored to your documentation needs. If none of the existing templates in the Template Library suit your workflow, you can build a new template from scratch. This guide will walk you through the process step by step.
How to Start
On your Template Library, click "Create New Template"
Step 1: Naming Your Template
Enter a descriptive name for your template that reflects its purpose.
Example: "Comprehensive Therapy Progress Note".
This name will appear in the templates dropdown, making it easy to select when generating notes.
Step 2: Adding Sections
Each template consists of multiple sections, with each section defining a specific part of your note.
Configuring Sections
For every section you create, configure the following properties:
Section Name (Required)
Enter a title for the section.
Examples: Subjective, Interventions, Risk Assessment, Treatment Plan.
Verbosity (Concise or Detailed)
Concise: Generates a short, to-the-point summary.
Detailed: Provides a more comprehensive explanation.
Style (Bullet Points or Paragraph Format)
Bullet Points: Best for structured lists and key points.
Paragraph: Suitable for a narrative-style documentation.
Content Instructions (Required)
This is where you define how the AI should populate the section.
Examples:
“Summarize the client’s reported symptoms and medical history.”
“List the therapist’s interventions and their impact.”
“Provide a structured risk assessment, including protective and aggravating factors.”
Tip: Keep instructions clear and concise to avoid overly rigid AI responses.
See Twofold's sample sections to use and learn how to create effective content instructions.
Step 3: Organizing Sections
You can reorder sections using the Move Up / Move Down buttons.
Best practice: Arrange sections in a logical order to optimize note readability.
Step 4: Saving and Using Your Template
Click Save Template to store your new template in My Templates.
To test your template, use it in an actual session.
Review the AI-generated note to determine if it meets your expectations.
Step 5: Refining Your Template
If the output isn’t optimal, make adjustments by:
Refining Content Instructions for better accuracy.
Tweaking Verbosity settings for a more appropriate level of detail.
Switching between Bullet Points and Paragraph formats to improve clarity.
Saving changes and iterating based on real session outputs.
Tips and Tricks
Keep Instructions Clear & Focused: Overly detailed instructions may limit AI flexibility.
Avoid Conflicting Formatting: If using Paragraph format, don’t request bullet points.
Browse existing templates to see section definition examples.
If your template is useful, consider sharing it with colleagues using the "Share" option on the template.