4 steps to AI notes in the format you already use
Turn your note format into the note template your AI drafts follow. Then make each repeated correction once, in the template, not on every note.
Co-founder and CTO, JotPsych
Your AI drafts come back in sections you didn't choose, so you move text into your note format before you sign each note.
A note template sets the sections the AI writes and their order, and each visit starts with a template, usually the template set on its appointment type. Set a default template once on each appointment type you use.
- Upload your note format. Open Documentation, then Note Templates, and select Upload Template. Upload a PDF of your note format, up to 10 MB, or paste at least 50 characters of it, such as your section headings. Keep patient details out of the upload. Select Create Template to build a draft template from your upload.
- Review the draft template, then ask for changes. The draft shows numbered sections, each with an example preview, and you can ask for a change in the chat beside it, such as "Add a risk section." Select Save Template when you're done.
- Make the template your appointment type's default. Open Your Practice, then Settings, then Scheduling, then Appointment types, and select Manage appointment types. Select the appointment type, choose your template in its Note template row, and select Update Practice Appointment Type. If you can't manage appointment types, ask the person who manages them.
- Put repeated corrections in the template. Keep a fix for one patient, such as a medication, in the note. Read your next note section by section to check the template.
Medicare's review contractors must consider what a template captures, per the Centers for Medicare and Medicaid Services (CMS) Program Integrity Manual. CMS encourages a template that allows "a full and complete collection of information."
Any template the clinician chooses
Check boxes and predefined answers
Limited space for clinical detail
In CMS's claim reviews, limited-space templates often fail to capture enough clinical detail to show that coverage and coding requirements are met. Give each section of your template room for the visit's detail.
Add a time section to your template if it has none. For Medicaid claims, CMS's fact sheet for behavioral health practitioners asks that documentation include "the face-to-face time spent with the patient."
Upload your note format, and JotPsych builds a note template from it for you to review and save.
Book 15 minutes- Centers for Medicare and Medicaid Services, Medicare Program Integrity Manual, chapter 3, Rev. 13821, June 2026: section 3.3.2.1.1, progress notes and templates.
- Centers for Medicare and Medicaid Services, “Medicaid Documentation for Behavioral Health Practitioners”, Medicaid Program Integrity Education fact sheet, December 2015.