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Articles on:Creating & Customizing Notes
Learn how to generate and edit notes using our AI Scribe!

Categories

  • Recording a Session
  • Creating & Customizing Notes
  • Using the AI Assistant
  • Settings & Support
  • Custom Templates
    Creating Custom Templates Custom templates let you teach Klarify exactly how you want your notes to look. Instead of adjusting every note after it's generated, you show the AI an example of your ideal note, and it learns your style. This works great for therapists who use specific modalities like EFT, IFS, or ACT, or anyone who has a particular note format they prefer. Step 1: Open the Template Builder Go toPopular
  • Custom Rules
    Creating Custom Rules Custom rules tell the AI how to write your notes. While templates control the structure and sections, rules control the writing style, length, tone, and voice. You can see exactly how our default rules work and create your own to match your preferences. Rules vs Templates: What's the Difference? Templates define what goes in your note: Which sections to include (Summary, Assessment, PlSome readers
  • Generating & Editing Notes
    Generate your notes and use your expertise to make it perfect!Some readers
  • Visualizing Insights with Klarify's Mindmap
    Use our mindmap to visualize session info! This includes session insights, keywords, and more!Few readers

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