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Output Formats

Output Formats are the templates your organization uses to generate notes (SOAP, DAP, BIRP, etc.). You can use AutoNotes’ built-in formats or create your own using the Template Builder.

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Viewing Your Output Formats

Go to Settings → Output Formats.

You’ll see a list of all available formats, including:

  • Built-in templates (SOAP, DAP, Narrative, Intake, etc.)

  • Formats created by your organization

  • Descriptions and who created each one

Click any format to open and edit it.

Creating a New Output Format

Click + Add Output Format.

You can build a format in two ways:

1. AI-Powered Build

AutoNotes generates the full structure for you.

Steps:

  1. Click Generate With AI

  2. Choose a note type (e.g., SOAP)

  3. Add tone/style preferences (optional)

  4. Add any special requirements

  5. Click Generate Template

A complete template with sections and instructions will be created automatically.

2. Manual Build

For full control:

  1. Click Manual Build

  2. Add sections using Add New Section (Screenshot: clicked-add-new-section.png)

For each section, you can edit:

  • Section title

  • Instructions for AI

Reorder sections by dragging them.

Template Information

On the right-side panel, fill in:

  • Title (required)

  • Description (optional)

  • Global Instructions

  • Used in Services

Click Create Output Format to save.

Using Your Custom Output Format

After saving:

  • It appears under Settings → Output Formats

  • It becomes available inside sessions when adding notes

Your team can now generate notes using the new format.

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