Utilizing Generative AI Text Fields in Session Notes

Using a generative text field in session notes helps providers more efficiently and accurately summarize a session.

What is a Generative Text Field and How does it Work?

Adding a generative text field to a session note template will automatically summarize a session based on the provided instructions and parameters, eliminating the need to input all session summary information manually.

We use AI to look at all of the information collected within a session such as: 

• Names of the programs run
• Names of targets run 
• Number of observations or occurrences recorded for a target
• Tags associated with programs 
• Target Data such as:
  • Prompt levels selected
  • Correct vs. Incorrect Responses 
  • Success Rate

You can prompt the text field to include as much or as little information as you prefer and users can edit the response that is generated. 

Adding a Generative Text Field to a Session Note Template

Using a generative text field in your notes is optional and must be set up by a Manager level user. To add a generative text field to a session note template: 

1. From the left hand navigation menu select [Settings] >> [Templates] >> [Notes]

2. Select an existing note template or select [Create a Note Template]

3. From the text editor menu bar select [Add Custom Field]

4. Enter a [Field Title] and an (optional) [Hint]

5. From the [Field Type] drop down select [Generative Text]

6. In the [GenerativeAI Instructions] field, instruct the AI on your desired output summary of the session. Click Here for more tips on writing these instructions.

7. Check the box for [Required Field] if you would like the session summary to be required. If not a user is able to delete the summary and save the note with no summary. 

8. Check the box to [Save to field library] if you would like this field to be available for use in other templates or within activities reporting. 

9. Select [Save]

When a Generative Text field is used within a session note template, the user completing the note template will have to check a box acknowledging they have reviewed the AI fields for accuracy

Writing a Generative Text Instructions Prompt

Before you start writing out your instructions keep these tips in mind: 

• The fewer instructions you give, more information will generate in the summary. If you write "give me a summary of the session" you'll get all information about every single program and target run in a lengthy summary.
• Be as specific as possible!
  • Constraints like word count, format, and topic can help keep the output on track!
  • You can specify the types of programs, ask it to group programs by their tags or even the tone you want the summary to be written in.  
• Clarity is Key! The more precise your prompt the more likely you are to get your desired out put. 
• Test your output! We highly recommend creating a test note template with a generative text field and running some test sessions to see exactly how your field generates an output. Then you can tweak further from there! 

Examples of Generative Text Instructions Prompts

Check out some examples of how you can format your instructions: