Skip to main content

Using Smart Sections: Custom instructions for note templates

Writing prompts for our AI to create fully customized note sections

Aviva Glassman avatar
Written by Aviva Glassman
Updated this week

What are Smart Sections?

When you create custom note templates, you choose from our many preexisting note sections, and arrange them as needed. To take customization a step further, use Smart Sections.

A Smart Section is a custom AI-powered note section that follows your instructions, or prompt, to pull any information you want from your session.

Tips for writing Smart Section prompts

A prompt is the instructions you write for AI. Here are our tips for writing great prompts:

  1. Be specific and focused. AI works best with clear guidelines.

  2. Avoid duplication. Make sure your prompt won't repeat information from other sections in your template.

  3. Understand the limits. Smart Sections create notes only from the current session's transcript β€” they don't remember client history or previous sessions.

  4. Keep refining. You can preview and edit your Smart Section until it's just right.

Examples of Smart Section prompts that work

Identify any client statements from this session that directly reflect their core beliefs about themselves, others, or the world.


List any future-oriented hopes, goals, or plans that the client articulated for themselves during this session.


List the client's stated key values and any instances where they discussed aligning or misaligning their actions with these values today.


Summarize the client's understanding and acceptance of the proposed medication changes or treatment adjustments discussed in this session.


You can also be more detailed:

From today's session, provide a detailed analysis of the client's expressed emotional state. Identify the core emotions verbalized or clearly inferred from their descriptions of events. For each core emotion, list specific situations or topics discussed in this session that triggered or were associated with it. Also, note any coping mechanisms or emotional regulation strategies the client mentioned employing or struggling with in relation to these emotions during the session.


Synthesize a summary of the client's interpersonal patterns as discussed in relation to a specific relationship focused on in today's session (e.g., with a partner, parent, or colleague). Detail the client's description of their interactional style, their expressed needs and expectations within this relationship, any recurring conflicts or positive dynamics they highlighted, and any insights they voiced during this session about their role or contribution to these patterns.

How to create a Smart Section

  1. In your Upheal menu, click Templates.

  2. Click New template.

  3. Choose your settings, and click Create template.

  4. Click Add section.

  5. Select Smart Section.

  6. To set a name for the section, click Smart Section above the prompt textbox, and type a new title. This will appear in your notes.

  7. Write your prompt for our AI to follow.

  8. To test your prompt, click Preview section. In a few moments, you'll see sample content from a session with our demo client Tony Pasano.

  9. If you need to adjust the prompt, click Edit instructions. Then, you can preview it again.

    Edit and preview as many times as you need to make sure your Smart Section is working perfectly.

  10. When you're finished creating your template, click Save template.

    Now, you can generate notes using your custom template with your Smart Section! πŸŽ‰

Did this answer your question?