The Patient Context feature lets you add important background information about a client or patient that will be applied automatically to all of their notes. This ensures that the system always has the right context in mind when generating documentation.
You can enter text directly into the Patient Context field, or copy and paste information if you already have it written elsewhere.
What can you include in Patient Context?
Patient Context can be especially useful for details that may not come up in every session but are still important for accurate notes. Examples include:
Known conditions (e.g. “Patient has a history of generalized anxiety disorder.”)
Treatment goals (e.g. “Focus on improving sleep hygiene and reducing panic attacks.”)
Important details (e.g. “Patient prefers sessions in Spanish.”)
Ongoing concerns that don’t change often (e.g. “Chronic back pain, previously treated with PT.”)
Use Cases
Here are some common scenarios where Patient Context is helpful:
You want every note to reflect a client’s long-term diagnosis without repeating it each time.
You’d like progress notes to mention specific treatment goals automatically.
You’re tracking family involvement or external factors (like school or work) that influence the client’s care.
You want to make sure certain details are never missed, even if they aren’t brought up in a session.
By using Patient Context, you save time and make sure your notes are more consistent, accurate, and tailored to the client’s ongoing needs.
FAQ
Can I update Patient Context later?
Yes. You can edit or update the Patient Context at any time, and changes will apply to all future notes for that patient.
Will updating Patient Context change my past notes?
No. Edits only affect new notes generated after the change.
Do I have to use this feature?
No, Patient Context is optional — but it’s a helpful way to make your notes more complete and consistent without extra work.