The Note Settings menu in Twofold allows you to customize how your clinical notes are generated. This ensures your documentation matches your workflow, language, and compliance needs.
Below is a breakdown of each setting and how to use it:
Spoken Language
What it does: The language you use when speaking with patients.
Example: If your sessions are conducted in English, select English.
Note Language
What it does: The language in which the note will be generated.
Example: If you speak with patients in English but want your notes generated in Spanish, you can set that here.
How to Refer to the Patient
What it does: Defines how patients are referenced in the note.
Options:
By Name – Uses the patient’s actual name.
Client / Patient – Uses a general term (e.g., “the client”).
Custom – Enter your own preferred moniker (e.g., “Member,” “Resident,” “Student”).
Use case: Helpful if you want to keep notes de-identified, match your clinic’s preferred terminology, or adapt language for specific settings.
How to Refer to the Clinician
What it does: Controls how the clinician (you) are referenced in the note.
Options:
By Name – Notes will include your name.
Clinician / Therapist – Uses a general role-based term.
Custom – Enter your own preferred moniker (e.g., “Provider,” “Doctor,” “Coach”).
Use case: Helpful if you want consistency across notes, align with organizational standards, or control how you are presented in documentation.
Timezone
What it does: Ensures that the correct timezone is applied when generating timestamps for sessions and notes.
Tip: Make sure your timezone matches your clinic’s location.
Include Patient Instructions in Copy All
What it does: Determines whether patient instructions are included when using the “Copy All” button.
Options:
Yes – Patient instructions will be included.
No – Patient instructions will be excluded.
Include Date and Duration in Copy All
What it does: Adds the session’s date and duration when copying notes using the “Copy All” button.
Options:
Yes – Includes date and duration.
No – Excludes them.
Best Practices
Match Spoken Language with your actual session language for optimal AI transcription accuracy.
Set Note Language to the language you need for clinical, legal, or insurance documentation.
Use general terms (Client/Clinician) when de-identification is needed for training, supervision, or compliance.
Enable Include Date and Duration for cleaner audit trails and billing support.