Personalisation in NovoNote

Personalisation in NovoNote allows you to tailor the AI tool to better align with your professional context, therapeutic approach, and writing style. By customising key preferences—such as your clinical focus, treatment modalities, formatting guidelines, and tone—you can ensure that NovoNote generates insights and documentation that are both relevant and professionally appropriate.

This setup helps the AI provide structured, accurate, and personalised clinical notes, reports, and case formulations that reflect your unique practice style and preferred way of writing. Whether you prefer concise and structured documentation or a more narrative approach, NovoNote adapts to your needs.

How to Set Up Personalisation 

1. Defining Your Professional Identity

This section allows NovoNote to tailor its responses based on your professional background, areas of expertise, and clinical focus. By providing relevant details, NovoNote can generate more accurate, contextually appropriate, and personalised content for your needs.

For example, this might include:

• Your professional role (e.g., Clinical Psychologist, Social Worker, Mental Health OT)
• Your client population (e.g., children, adolescents, adults, neurodivergent individuals, trauma survivors)
• Your clinical focus (e.g., eating disorders, anxiety, mood disorders, psychosis, pain management)
• Your assessment experience (e.g., cognitive testing, ADHD/Autism assessments, personality assessments).
• Any relevant workplace context (e.g., working in a hospital setting vs. private practice).

Example:

“I am a clinical psychologist working in a multidisciplinary team at a public hospital, specialising in mood and anxiety disorders in adolescents and young adults. My role involves both individual therapy and conducting comprehensive cognitive and personality assessments. I also facilitate group therapy sessions for individuals with generalised anxiety disorder.”

2. Specifying Your Treatment Modalities or Theoretical Orientations

This section allows you to specify which therapeutic approaches you use, so the AI generates content consistent with your practice. By doing this, NovoNote can align case formulations, progress notes, and treatment planning with your preferred frameworks.

For example, this might include:

• Cognitive Behavioural Therapy (CBT) – including variations like CBT-E (for eating disorders) or TF-CBT (for trauma).
• Acceptance and Commitment Therapy (ACT) – incorporating psychological flexibility, values, and mindfulness-based techniques.
• Dialectical Behaviour Therapy (DBT) – structured around emotion regulation, distress tolerance, interpersonal effectiveness, and mindfulness.
• Psychodynamic Therapy – focusing on unconscious processes and relational patterns.
• Interpersonal Therapy (IPT) – targeting interpersonal difficulties and their impact on mood disorders.
• Schema Therapy – addressing maladaptive schemas developed in early life.

Example:

“I primarily use Cognitive Behavioural Therapy (CBT) and Acceptance and Commitment Therapy (ACT) in my practice. I integrate DBT skills when working with clients who struggle with emotion dysregulation and distress tolerance. My approach is evidence-based and goal-oriented, ensuring that treatment plans align with the client’s presenting concerns and therapeutic goals.”

3. Customising Formatting and Writing Style

NovoNote should generate clear, narrative-style documentation that is both professionally structured and easy to read. The language should be formal yet accessible, ensuring that clinical reports, case notes, and formulations flow naturally while remaining objective and concise.

Writing Style & Readability:

• Use a narrative style that allows for readability rather than rigid bullet points or overly structured templates.
• Ensure cohesive and well-organised writing that is engaging but maintains clinical precision.
• Incorporate direct client quotes where relevant to capture key insights, thoughts, and emotional experiences.
• Maintain an objective and neutral tone, avoiding unnecessary embellishment or emotive phrasing.

Formatting & Structure:

• Use Australian English spelling and grammar.
• Ensure clear distinctions between observations, client self-reports, and clinical interpretation.
• Avoid assumptions—documentation should be evidence-based and justifiable.

Example:

“Provide a structured yet readable clinical documentation that aligns with professional psychological standards. Notes should be presented in a narrative format with a logical flow, incorporating direct client quotes when relevant to enhance clarity and authenticity. The language should be professional, neutral, and free from overly technical jargon unless necessary. Where applicable, ensure that formulations follow structured frameworks (e.g., 5 P’s model) while maintaining an accessible and engaging style. Reports should balance detail with readability to ensure they are both clinically useful and easy to comprehend.”

The more users tell NovoNote about themselves and their preferences, the more personalised the output will be. 

Benefits of Personalisation

• Improved Accuracy – AI-generated notes reflect your specific clinical language and approach.
• Consistency – Ensures uniformity in formatting and terminology across all notes.
• Efficiency – Reduces the need for manual edits and refinements in session notes.

To update your preferences at any time, visit the Personalisation settings in NovoNote.