Ask Twofold lets you have a back-and-forth conversation about your work in Twofold. Instead of giving one instruction at a time, you can refine a note across several turns, ask follow-up questions, and change your mind as you go.
Ask Twofold and Magic Edit
If you've used Magic Edit, Ask Twofold is the same thing, just better. Everything you did with Magic Edit you can still do here, with the difference that you can now have a conversation rather than giving one instruction at a time.
If you were using Magic Edit before Ask Twofold launched, it's still available: open the note's three-dot (⋮) menu and you'll find it there. If you'd rather not have Ask Twofold at all, contact support and we'll remove it from your account.
Where to find it
Ask Twofold shows up in two places:
On a note, for working on that specific note's content. (If you've used Magic Edit before, it's in the same spot.)
On a patient's profile, as the Ask Twofold tab, for questions and tasks about that patient across all their sessions. (This replaces the Assistant. Your previous Assistant conversations are still here under "View previous assistant threads.")
When the chat is empty, you'll see example prompts to get you started. They're tailored to where you are: on a patient profile you'll see things like "What treatment goals have I set?" or "Write a treatment summary for the patient's PCP," while on a note you'll see editing prompts.
What you can ask it to do
Open Ask Twofold, then type what you want, or pick one of the example prompts. Everything it produces, an edit, a letter, a preference change, comes as a preview you approve before anything is saved.
Edit your note. Make a section shorter, clearer, or more clinical; reformat into bullets; fix a name; add your signature; or rework a whole section. For example, ask it to make the Subjective shorter and less repetitive: it reads the note, shows you a condensed version as a preview card, and you click Save. It may then offer to always keep your Subjective that concise.
Draft documents. Patient homework, session summaries, intake materials, and formal letters (FMLA, ESA, disability, work or school excuse, referral, prior-auth). Ask for an ESA support letter and it reads the patient profile, drafts the letter, and lets you copy or print it. Review it before sending; it isn't a substitute for your clinical judgment.
Update the treatment plan. Ask it to refresh a patient's treatment plan based on recent sessions. If there's no plan yet, it points you to the plan generator.
Remember your preferences. Tell it "always keep my Subjective brief," "call patients 'clients,'" or "write my notes in Spanish," and it offers to remember that so future notes come out the way you like. It confirms before applying the change.
Answer quick questions. "What template am I on?", "Does this patient have a treatment plan?", "Suggest ICD-10 codes for this assessment." You make the final call on anything clinical.
Example prompts
Category | Use case | Prompt |
Note editing | Tighten a wordy section | "Make the Subjective shorter and less repetitive." |
| Reformat for readability | "Rewrite the Plan as bullet points." |
| Adjust tone | "Make the Assessment sound more clinical." |
| Fix details | "Change all he/him pronouns to they/them in this note." |
| Add to the note | "Add my signature block to the end." |
Letters & referrals | Referral to another provider | "Draft a referral letter to a psychiatrist for medication evaluation." |
| Letter to the PCP | "Write a treatment summary letter for this patient's primary care doctor." |
| Support letter | "Draft an ESA support letter for this patient." |
| Work or school note | "Write a letter excusing this patient from work for two weeks." |
| Disability paperwork | "Draft an FMLA support letter based on this patient's sessions." |
Patient progress | Progress since intake | "Summarize this patient's progress since their first session." |
| Goal tracking | "What treatment goals have I set, and which are still unaddressed?" |
| Spot patterns | "What themes have come up repeatedly across recent sessions?" |
| Prep for next session | "Help me prepare for this patient's next session." |
| Identify struggles | "What is this patient struggling with most right now?" |
Homework & between-session work | Generate homework | "Generate homework based on last session." |
| Tailor to a modality | "Suggest a CBT thought-record exercise for this patient." |
| Reinforce a goal | "Create a between-session task that supports their sleep goal." |
| Psychoeducation | "Write a short handout explaining grounding techniques." |
| Check-in prompts | "Give me three reflection questions for this patient to journal on." |
You make the final call on anything clinical. Review what Ask Twofold produces before you use it.
Good to know
Ask Twofold works in your browser on a desktop or laptop. It's not available on the mobile app yet.
Conversations are tied to where you started them. Reopen a note within 12 hours and your chat picks up where you left off. A history view lets you revisit earlier conversations, including your previous Assistant threads.
Your edits are versioned. Saving an edit creates a new version of the section. Older versions are preserved, and you can roll back anytime.
If it can't help with something (like scheduling or billing), it hands you off to support with a pre-filled message instead of leaving you stuck.