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How to Use Note Preferences?
How to Use Note Preferences?

Learn how to customize your notes using Note Preferences.

Updated over 2 months ago

The Note Preferences allows you to customize your notes to better suit your style and needs.

1. Open Any Note

Select a note from the sidebar.

2. Access the Note Preferences

Click the Preferences icon located at the bottom right of the note, above the 'Copy Note' button.

3. Adjust your Preferences

Customize your notes to fit your needs:

  • Personalize how you refer to patients or clients.

  • Include or exclude quotes.

  • Select your most popular interventions.

  • Include or exclude the date and time when using the 'Copy note' feature.


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