Infinite Custom Templates by Nudge AI

Follow along in our clickable demo to see the full power of our release.

What are Infinite Custom Templates?

Transform your documentation workflow by teaching our AI your perfect note style. Simply upload your ideal note, and we'll automatically create a custom template that captures your exact structure, language, and format preferences.


How it works:

  • Upload your best note - Choose any well-structured clinical note you're proud of

  • Our AI analyzes your style - We extract every detail from formatting to phrasing

  • Save as your template - Your preferred style becomes a reusable template

  • Apply to future notes - Every new note follows your established format automatically


Perfect for:

  • Progress notes (across psychiatry, psychotherapy, primary care, etc.)

  • Intake notes

  • Assessment templates

  • Treatment plans

  • Progress documentation

  • Evaluation reports

  • Meeting notes

  • Any structured document

Step 1: Access Templates


Navigate to "Custom AI Templates" on your Nudge dashboard where you'll find all your personalized template options.

Step 2: Create Template


Click "Create Template" and give your new template a name that reflects its purpose (e.g., "Detailed Intake Assessment" or "Brief Progress Note").

Step 3: Add Your Ideal Structure


Copy and paste an example of your perfect note.

Step 4: Save for Reuse


Save your template with a descriptive name for easy access. It's now ready to use across all your future notes.

Step 5: Select & Apply


When starting a new session, simply choose your custom template from the dropdown menu. Your documentation will automatically follow your preferred format.

Step 6: Create a Note


With your template in place, capture your session as you normally would & Nudge structures your session according to your template.

FAQ:


  • Can I edit further edit my template after creating it?

    Once you've uploaded your template, you can refine its format using Infinite Customizations:


    1) Open any note using your template

    2) Click "Customize" in the top-right corner. Add instructions like:

    - "Move sections X before Y"

    - "Add bullet points to assessments"

    - "Include summaries before each section"

    -Check "Save configuration" to apply changes
    3) Click "Regenerate Note"


    Think of it as: Templates set your base structure, Infinite Customizations let you fine-tune it anytime.


  • Will my existing notes be affected by template changes?

    No. Template changes only apply to new notes created after the update. All existing notes remain exactly as they were written.


  • Can I share templates with other clinicians in my practice?

    Currently, templates are individual to each clinician's account to maintain personal documentation preferences and styles.


  • What types of notes can I create templates for?

    Templates work with any structured document including:

    1) Progress Notes

    2) Intake Assessments

    3) Treatment Plans

    4) Psychiatric Evaluations

    5) Group Session Notes

    6) Consultation Reports

Infinite Custom Templates by Nudge AI

Step 1: Access Templates


Navigate to "Custom AI Templates" on your Nudge dashboard where you'll find all your personalized template options.

FAQ:


  • Can I edit further edit my template after creating it?

    Once you've uploaded your template, you can refine its format using Infinite Customizations:


    1) Open any note using your template

    2) Click "Customize" in the top-right corner. Add instructions like:

    - "Move sections X before Y"

    - "Add bullet points to assessments"

    - "Include summaries before each section"

    -Check "Save configuration" to apply changes
    3) Click "Regenerate Note"


    Think of it as: Templates set your base structure, Infinite Customizations let you fine-tune it anytime.


  • Will my existing notes be affected by template changes?

    No. Template changes only apply to new notes created after the update. All existing notes remain exactly as they were written.


  • Can I share templates with other clinicians in my practice?

    Currently, templates are individual to each clinician's account to maintain personal documentation preferences and styles.


  • What types of notes can I create templates for?

    Templates work with any structured document including:

    1) Progress Notes

    2) Intake Assessments

    3) Treatment Plans

    4) Psychiatric Evaluations

    5) Group Session Notes

    6) Consultation Reports

Step 2: Create Template


Click "Create Template" and give your new template a name that reflects its purpose (e.g., "Detailed Intake Assessment" or "Brief Progress Note").

Step 3: Add Your Ideal Structure


Copy and paste an example of your perfect note.

Step 5: Select & Apply


When starting a new session, simply choose your custom template from the dropdown menu. Your documentation will automatically follow your preferred format.

Step 6: Create a Note


With your template in place, capture your session as you normally would & Nudge structures your session according to your template.

Step 4: Save for Reuse


Save your template with a descriptive name for easy access. It's now ready to use across all your future notes.

Follow along in our clickable demo to see the full power of our release.


What are Infinite Custom Templates?


Transform your documentation workflow by teaching our AI your perfect note style. Simply upload your ideal note, and we'll automatically create a custom template that captures your exact structure, language, and format preferences.


How it works:

  • Upload your best note - Choose any well-structured clinical note you're proud of

  • Our AI analyzes your style - We extract every detail from formatting to phrasing

  • Save as your template - Your preferred style becomes a reusable template

  • Apply to future notes - Every new note follows your established format automatically


Perfect for:

  • Progress notes (across psychiatry, psychotherapy, primary care, etc.)

  • Intake notes

  • Assessment templates

  • Treatment plans

  • Progress documentation

  • Evaluation reports

  • Meeting notes

  • Any structured document

Infinite Custom Templates by Nudge AI

Step 1: Access Templates


Navigate to "Custom AI Templates" on your Nudge dashboard where you'll find all your personalized template options.

Step 2: Create Template


Click "Create Template" and give your new template a name that reflects its purpose (e.g., "Detailed Intake Assessment" or "Brief Progress Note").

Step 3: Add Your Ideal Structure


Copy and paste an example of your perfect note.

Step 5: Select & Apply


When starting a new session, simply choose your custom template from the dropdown menu. Your documentation will automatically follow your preferred format.

Step 6: Create a Note


With your template in place, capture your session as you normally would & Nudge structures your session according to your template.

Step 4: Save for Reuse


Save your template with a descriptive name for easy access. It's now ready to use across all your future notes.

Follow along in our clickable demo to see the full power of our release.


What are Infinite Custom Templates?


Transform your documentation workflow by teaching our AI your perfect note style. Simply upload your ideal note, and we'll automatically create a custom template that captures your exact structure, language, and format preferences.


How it works:

  • Upload your best note - Choose any well-structured clinical note you're proud of

  • Our AI analyzes your style - We extract every detail from formatting to phrasing

  • Save as your template - Your preferred style becomes a reusable template

  • Apply to future notes - Every new note follows your established format automatically


Perfect for:

  • Progress notes (across psychiatry, psychotherapy, primary care, etc.)

  • Intake notes

  • Assessment templates

  • Treatment plans

  • Progress documentation

  • Evaluation reports

  • Meeting notes

  • Any structured document

FAQ:


  • Can I edit further edit my template after creating it?

    Once you've uploaded your template, you can refine its format using Infinite Customizations:


    1) Open any note using your template

    2) Click "Customize" in the top-right corner. Add instructions like:

    - "Move sections X before Y"

    - "Add bullet points to assessments"

    - "Include summaries before each section"

    -Check "Save configuration" to apply changes
    3) Click "Regenerate Note"


    Think of it as: Templates set your base structure, Infinite Customizations let you fine-tune it anytime.


  • Will my existing notes be affected by template changes?

    No. Template changes only apply to new notes created after the update. All existing notes remain exactly as they were written.


  • Can I share templates with other clinicians in my practice?

    Currently, templates are individual to each clinician's account to maintain personal documentation preferences and styles.


  • What types of notes can I create templates for?

    Templates work with any structured document including:

    1) Progress Notes

    2) Intake Assessments

    3) Treatment Plans

    4) Psychiatric Evaluations

    5) Group Session Notes

    6) Consultation Reports

Infinite Custom Templates by Nudge AI

Follow along in our clickable demo to see the full power of our release.


What are Infinite Custom Templates?


Transform your documentation workflow by teaching our AI your perfect note style. Simply upload your ideal note, and we'll automatically create a custom template that captures your exact structure, language, and format preferences.


How it works:

  • Upload your best note - Choose any well-structured clinical note you're proud of

  • Our AI analyzes your style - We extract every detail from formatting to phrasing

  • Save as your template - Your preferred style becomes a reusable template

  • Apply to future notes - Every new note follows your established format automatically


Perfect for:

  • Progress notes (across psychiatry, psychotherapy, primary care, etc.)

  • Intake notes

  • Assessment templates

  • Treatment plans

  • Progress documentation

  • Evaluation reports

  • Meeting notes

  • Any structured document

Step 1: Access Templates


Navigate to "Custom AI Templates" on your Nudge dashboard where you'll find all your personalized template options.

Step 2: Create Template


Click "Create Template" and give your new template a name that reflects its purpose (e.g., "Detailed Intake Assessment" or "Brief Progress Note").

Step 3: Add Your Ideal Structure


Copy and paste an example of your perfect note.

Step 4: Save for Reuse


Save your template with a descriptive name for easy access. It's now ready to use across all your future notes.

Step 5: Select & Apply


When starting a new session, simply choose your custom template from the dropdown menu. Your documentation will automatically follow your preferred format.

Step 6: Create a Note


With your template in place, capture your session as you normally would & Nudge structures your session according to your template.

FAQ:


  • Can I edit further edit my template after creating it?

    Once you've uploaded your template, you can refine its format using Infinite Customizations:


    1) Open any note using your template

    2) Click "Customize" in the top-right corner. Add instructions like:

    - "Move sections X before Y"

    - "Add bullet points to assessments"

    - "Include summaries before each section"

    -Check "Save configuration" to apply changes
    3) Click "Regenerate Note"


    Think of it as: Templates set your base structure, Infinite Customizations let you fine-tune it anytime.


  • Will my existing notes be affected by template changes?

    No. Template changes only apply to new notes created after the update. All existing notes remain exactly as they were written.


  • Can I share templates with other clinicians in my practice?

    Currently, templates are individual to each clinician's account to maintain personal documentation preferences and styles.


  • What types of notes can I create templates for?

    Templates work with any structured document including:

    1) Progress Notes

    2) Intake Assessments

    3) Treatment Plans

    4) Psychiatric Evaluations

    5) Group Session Notes

    6) Consultation Reports