This feature is currently in beta.

Back-to-back appointments mean multiple notes to write—the same documentation structure, over and over.

AI Blocks change that. They're AI-powered templates that draft note sections in seconds, using your session transcript and client history as context. No more starting from scratch. No more repetitive typing.

Here's how they're different from AI chat: instead of asking questions and copying responses, AI Blocks generate content directly inside your progress notes. You write structured prompts once, embed them in templates, and reuse them across your practice.

The result? For practice managers, standardised documentation across your team. For clinicians, faster notes without sacrificing quality or compliance.

Before you start

You’ll need:

A workspace with splose AI enabled
Users in your workspace who have the splose AI subscription applied

Video

How AI Blocks work

Each AI Block moves through three states as you create your note:

Prompt state - Create or load your prompt. Your AI Block can be empty (ready for a custom prompt), filled with a prompt you've written, or loaded from your library of saved prompts.
Response state - After clicking Generate, splose AI returns a draft. You can accept it, edit the prompt and regenerate, or cancel to return to your original response.
Accepted state - Once accepted, the content becomes regular note text that you can continue to edit.

Important: All AI Blocks must be accepted before you can save the note. Like any AI, splose AI can make mistakes, so always ensure you’re checking that the output is suitable for your needs and is free from errors.

Setting up AI Blocks

You can add AI Blocks in two places: in templates (so they're ready for every note) or directly in progress notes as you write.

Adding AI Blocks to templates

Go to Settings → Templates → Progress notes
Click Edit on an existing template, or click Create new template
In the template editor, insert an AI Block using one of three methods:
- Click the ➕ button where your cursor is and select Insert AI Block
- Type / and select Insert AI Block
- Open the AI Blocks dropdown from the formatting bar and select Insert New
From any of these options, you can:
- Create a new AI Block by typing or pasting your prompt
- Load an AI Block from your library if you've already saved commonly used prompts

Tip: The prompt you enter in a template’s AI Blocks will appear exactly the same every time that template is used to write a new note.

Pro tip: You can also add AI Blocks inside table cells! This is perfect for structured note formats where you need AI-generated content within specific table sections.

Building your AI Block library

Your library is a powerful tool for saving time. Create prompts once, then reuse them across templates and notes.

To save a prompt to your library:

Open the Actions dropdown within any AI Block
Select Save to Library
Add tags (like discipline, note type, or team name) to organise your library

Your entire team can access the library, making it easy to maintain consistent documentation across your practice.

Using AI Blocks in progress notes

Now that you understand how AI Blocks work, here's how to use them in your day-to-day workflow.

Create your note

Open a client's appointment
Click Add progress note
Select a template (with or without AI Blocks)

Add session context (recommended)

If you're using dictation or transcription, record or upload your session audio now. AI Blocks work without session context, but they generate more relevant content when they can analyse your transcript.

Add AI Blocks on the fly

Even in notes created from regular templates, you can add AI Blocks at any time:

Use the ➕ button, / menu, or AI Blocks dropdown
Create new blocks or load saved blocks from your library

This gives you flexibility to adapt your documentation as the session unfolds.

Generate content

Click Generate on any AI Block, and splose AI will analyse your session transcript and client history to write that section for you.

Or click Generate All to populate every AI Block in the note at once.

Review and refine

Once content is generated, review it carefully. You can:

Accept the response to add it into your note
Edit the prompt by hovering over the top area and clicking the edit button, or opening the Actions dropdown and selecting "Edit prompt"
Press Cancel to return to the original response you received
Click the ✕ icon to remove the AI Block if it's no longer needed

Writing effective prompts

Great output requires a great prompt. When creating AI Block prompts, be specific about what you want generated and what data to use.

Example: Behaviour section prompt

I'm a counsellor completing the Behaviour section of this progress note. First, get the session transcript (transcription) and patient details. Ensure you distill this section into a maximum of 5 dot points focusing on the key observable behaviours, mood indicators, and patient-reported information found in the transcript. Keep statements brief and concise. Only include brief direct quotes when the patient's exact wording adds significant clinical value that would be lost through paraphrasing.

Include:
- Observable actions, statements, and emotions displayed during the session
- The patient's appearance and non-verbal cues noted
- Self-reported information about experiences outside of the session
- Mood and engagement level observed during the appointment

Do not:
- Include interventions provided or the patient's response to them
- Make interpretations or clinical judgements about behaviours
- Include future planning or recommendations
- Include information not explicitly found in the transcript or patient details, or make assumptions beyond what was stated

Best practices for prompts

Specify the section you're writing (e.g., "This is the Behaviour section of a BIRP note")
Mention your profession or discipline for context (e.g., "As a speech pathologist...")
Define the data sources you want AI to use (transcript, previous notes, client details)
Set clear boundaries about what to include and exclude
Specify the format (dot points, paragraphs, maximum length)

For more guidance, check out our splose AI Best Practice guide.

Common use cases

Writing faster notes after back-to-back sessions
Creating consistent, audit-ready documentation
Supporting junior team members with structured templates
Streamlining workflows in high-volume allied health settings
Building a library of reusable prompts for your entire team

Reference: What data does AI Blocks use?

AI Blocks can access:

Client details tab, including custom fields
Previous progress notes
Appointments, including date, time, and location
Patient files – coming soon
Patient forms – coming soon

AI Blocks also pulls context from sessions, such as:

Dictation transcripts
Session transcripts
Patient files and/or uploads – coming soon

Try it out

Use AI Blocks in your next note to speed up documentation while staying accurate and consistent. It's automation that still reflects your clinical voice—even on your busiest days.

Troubleshooting

Issue	Solution
I can't save the note	Ensure all AI Blocks are generated and accepted.
I'm not happy with the AI output. What should I do?	Hover over the AI Block and click the edit button to adjust your prompt, or manually edit the output after accepting.
AI misses key info	Check that you are requesting data that splose AI has access to, or refine your AI Block further
My AI Block disappears after I accept it	That’s expected- once accepted, it becomes part of your note

Frequently Asked Questions

Do AI Blocks and Ask AI chat talk to each other?

No. AI Blocks and Ask AI chat operate independently. They don't share context or know what the other has generated, until you have ‘accepted’ AI Block content into your note. Until then, each tool works separately within your progress note.

Can I upload files to Ask AI chat and have AI Blocks access them?

No. Files uploaded to Ask AI chat aren't accessible to AI Blocks. While we're working on file access for AI Blocks, we recommend summarising files in Ask AI chat as usual, then copying that summary into your note manually.

Can AI Blocks generate tables?

No. AI Blocks generate text content, not tables. However, you can insert AI Blocks inside cells within your existing tables—perfect for structured note formats where you need AI-generated content in specific table sections

What if I prefer to handwrite some notes mid-session, rather than use dictation or transcription?

You can type notes directly into your progress note (outside of AI Blocks), and AI Blocks can reference that content. Just make sure to mention in your AI Block prompt to look at notes you've written "in the current progress note" so it knows to pull from that context.

Do I have to use a prompt for every AI Block?

Yes. Every AI Block needs a prompt—either pre-filled by your template or typed in manually—before you can generate and accept AI content using AI Blocks.

Can I edit an AI-generated suggestion before accepting?

Absolutely. You can modify the draft output manually before clicking Accept. You can also modify it after accepting it into your note.

Can I use AI Blocks on mobile?

Yes, of course! With AI Blocks added to your templates, creating and editing your individual session notes will become a breeze, even on mobile.

Is AI used after I accept a prompt?

No. Once accepted, the text is saved as standard note content (like you wrote it yourself). splose no longer treats it as AI content.

Can I use AI Blocks without recording my sessions?

Yes, AI Blocks will still work, but they generate more relevant content when they have session context like transcription or dictation.

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