Custom templates
Notes shaped like the way you already document.
Start from a built-in format or a blank page. Pick sections from a ready-made library, add smart sections that follow your own instruction, or paste an example note and let Tidemend build a template that matches your structure and style.
Why it helps
What it does for you
A library of ready-made sections
Client report, observation, clinical work, assessment, safety, history, plan and summary sections, each with a sensible instruction you can adjust.
Smart sections
Write your own instruction, like "List each DBT skill reviewed and whether the client used it this week", and Tidemend fills that section accordingly.
Start from an example note
Paste a de-identified note you've written before. Tidemend turns its structure into a template so new drafts read like yours.
Set for individuals, couples or families
Mark which kinds of care a template is for so the right options show up when you start a session.
How it works
A few steps, mostly out of your way.
Step 1: Start somewhere
Duplicate a built-in format, start blank, or generate from an example note.Step 2: Arrange sections
Add, remove, reorder and rename sections. Mark which ones are required.Step 3: Write smart instructions
Tell any section exactly what to capture in your own words.Step 4: Use it anywhere
Your template appears alongside the built-in formats for every session.
What’s included
- Section library
- Smart sections with your own instruction
- Template from an example note
- Required vs optional sections
- Care-type targeting
Build your first template
Start free with typed and dictated notes. Upgrade when you want recording, every format, custom templates and the assistant.
