This guide will show you how to combine a powerful structure using detailed prompts to provide improved output from splose AI.
Rules for high-quality prompts
Formatting
Be detailed with each step that you want from your prompt:
For example, tell splose AI exactly what you want from it, and be detailed. The more detailed you are, the better your splose AI output will be. The below is a good starting off point for establishing your initial prompt.
"First, retrieve the patient's previous progress notes, appointments, support activities, and patient details. Then, using the session transcript, complete the current progress note."
State the exact structure/format you need:
Outline how you would like the output to respond. You can specify the template used by the response.
Example: "Follow the existing progress note sections in order; match formatting exactly" or "Format as SOAP: Subjective, Objective, Assessment, Plan."
Go into further detail to get a better output:
For progress notes:
“Fill sections in the order they appear in the current progress note and match formatting exactly. Do not introduce new headings.”
Terminology
We do not recommend the use of the word "client" or "participant". Use the word "patient" for the best possible outcome.
Use canonical terms that the system understands:
splose AI works better with terms that are part of the system. For example:
Progress notes
Appointments
Support activities
Patient details
Transcript - when referring to the dictation or transcription
Be specific if you would like splose AI to refer to your patient in a specific way:
If you require your output to specify a term for your patient, include this in your prompt.
Example: "Refer to the patient as 'the participant' in all written sections".
Avoid redundant phrases or bundling too much into your prompt; try short, sequential directives:
Below is a list of terms to avoid using, and what you should use instead:
Avoid | Use this instead |
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The following are okay to use:
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Getting further information
Specify timeframes and quantities:
Adding time and dates to your prompt allows splose AI to look at previous interactions with your patient to provide even further context.
Example: "from [date] to [date]", or "the last 3 months prior", or "the most recent 3 progress notes".Include keywords if you would like targeted note retrieval:
Your prompt can include any previous interactions to find recurring patterns or previous treatments suggested or provided to the patient.
Example: "Fine previous progress notes by keywords: shoulder pain, physio, home exercise."Add a clear keyword list and ask to query notes by keywords:
By adding keywords, splose AI can look through previous notes to find relevant information.
“Search previous progress notes by keywords: rotator cuff, MRI, rehab protocol. Return the most relevant 2 and use them to complete the note.”
The following are examples of high-quality phrases to include in your prompts to retrieve any historical information:
Fetching previous notes:
Do: “Get previous progress notes for the last 3 months…”
Do: “Search previous progress notes by keywords: fatigue, OT, home visit…”
Don’t: “Using past clinical notes…” (may not map)
Retrieving appointments/support activities:
Do: “Get appointments and support activities from 2025-01-01 to 2025-03-31…”
Do: “Get the most recent 3 appointments…”
Don’t: “Check services…” (ambiguous)
To include transcript:
Do: “Get the session transcript (transcription) and use it to complete…”
Do: “Use the dictation transcript to populate…”
Don’t: “Use the conversation…” (ambiguous)
To include patient details:
Do: “Get patient details and include only relevant info…”
Higher quality language for date range, duration, or quantity
Date range: “from 2025-07-01 to 2025-09-25”.
Relative duration (past/future): “the past 6 weeks”; “next 2 weeks (future)”.
Quantity: “the latest 2 progress notes”; “the next 1 support activity”.
Tip: If you say “last X months”, include whether it’s past or future if relevant, and be explicit when you really need dates included in filtering.
Things to avoid
Single, compound sentence vs steps:
Pitfall: “Using the provided transcript and previous notes, complete the note.” (may skip retrieval)
Fix: Break into steps: “First, get previous progress notes and appointments… Then, using the transcript…”
Ambiguous terms:
“clinical notes” → use “progress notes”
“services” → use “appointments and support activities”
“conversation” → use “transcription” (dialogue) or “dictation” (monologue)
Missing timeframe/quantity:
Add “last 3 months (past)” or “from 2025-06-01 to 2025-08-31” or “latest 2 notes”.
Before you send your prompt!
Check the following before sending your prompt.
Step-by-step verbs: “Get… Then use… Next…”
Canonical terms: “progress notes”, “appointments”, “support activities”, “transcript (transcription/dictation)”, “patient details”.
Timeframe/quantity: date range or “last X (past)” or “latest N”.
Keywords (optional) for targeted retrieval.
Exact formatting/structure instruction.
Examples and Scenarios
NDIS-optimised Prompts
Scenario 1: OT with an adult client using the SOAP format
Scenario 1: OT with an adult client using the SOAP format
You want to document an Occupational Therapy session with an adult client using the SOAP (Subjective, Objective, Assessment, Plan) format. You want the output to be optimised for the NDIS.
Context:
I am an occupational therapist providing NDIS supports. I specialise in adult patients with psychosocial disabilities. The recording is a transcription (dialogue between me and the patient) from an in-clinic session.
Gathering information:
I need splose AI to gather the following information from the patient file and other uploaded files:
Get previous progress notes from the last 3 months
Get patient details and include only relevant information
Check the attached PDF titled <PDF title> containing their NDIS plan goals (look for a heading in the PDF titled: "NDIS Plan", "NDIS Goals", "Plan Goals", "Support Plan", "Goal Sheet", or similar)
Then, add what you want splose AI to produce with the information that it gathers:
Review the previous progress notes to understand the patient's history and treatment progression as context for today’s session
Fill in each section of the current progress note in the order they appear in the template
Match the existing template formatting exactly
Use dot points and concise sentences only
Do not use paragraphs
Do not introduce new headings
Do not make assumptions or fabricate information
Only document information that is explicitly mentioned in the transcript or retrieved data. If a section has no relevant information, leave it empty or omit it
Prioritise information from the current transcription over historical data when there are conflicts
In your output, use person-centred NDIS language:
Refer to the patient as "the participant" in all written sections
Use person-centred language throughout the documentation
Focus on what the participant can do and their progress towards goals
The progress note template has the following key headings: Subjective, Objective, Assessment, Plan, and Goals. Draft the note under the relevant subheadings.
Your objective is to draft a progress note that reflects continuity of care by referencing relevant historical information where appropriate. The note must comply with the Australian Privacy Act, NDIS Code of Conduct, and NDIS Practice Standards for documentation.
For each subheading, consider the following:
Subjective: Capture what the participant reported during today's session about their experiences, concerns, progress, or challenges. Reference any relevant changes from previous progress notes (eg, "Participant reports feeling more confident in social situations since last session 2 weeks ago"). Include instances where the participant expressed preferences or made choices about activities or approaches.
Objective: Document today's observations and assessment results. Compare to previous sessions where relevant and show week-on-week progression (eg, "Participant successfully completed 3 independent community outings this week, up from 1 outing in previous week"). Keep statements brief, factual, and measurable.
Assessment: Analyse progress based on today's session and historical data. Note any patterns or trends from previous appointments as documented in previous progress notes. Keep analysis concise and focus on week-on-week progression towards NDIS plan goals.
Plan: Outline next steps, including any adjustments to the support plan based on progress observed across recent sessions. Document specific strategies, homework, or activities the participant agreed to. Note any modifications to approach that the participant chose or agreed to. Include timeline for follow-up where discussed.
Goals:
List each NDIS plan goal from the attached PDF titled: <PDF name> exactly as documented
For each goal, briefly summarise week-on-week progression documented in recent progress notes (last 3 months)
For each goal, document what the participant demonstrated, achieved, or worked towards in today's session related to that goal
For each goal, compare recent week-on-week progress against today's observations (eg, "Continued improvement from last week", "Maintained skill level", "Progress plateau")
For each goal, note any evidence of participant choice and control related to goal activities (preferences expressed, decisions made, agreement to strategies)
For each goal, document any next steps or homework the participant agreed to that support goal achievement
Identify any goals that have been achieved and may need new targets, or goals requiring modification based on progress trends
Keep all goal documentation brief and concise - focus on measurable progress and trends
Only document goals that were addressed or relevant to today's session
Identify any rules that you want splose AI to follow to produce what you need:
Statements where the patient expressed preferences, choices, or decisions
Instances where the patient agreed or consented to activities, homework, or strategies
The patient's own assessment of their progress or challenges
Specific examples of the patient's performance, skills, or achievements during session activities
Week-on-week changes mentioned in conversation
Next steps or strategies the patient agreed to
Progress the patient discussed in relation to their NDIS plan goals
The patient's own words when describing experiences or goals (use direct quotes where meaningful)
Scenario 2: Documenting your dictated notes after an OT session with an elderly patient
Scenario 2: Documenting your dictated notes after an OT session with an elderly patient
You want to document your dictated notes after an Occupational Therapy session with an elderly client using the SOAP (Subjective, Objective, Assessment, Plan) format. You want the output to be optimised for the NDIS.
Context:
I am an occupational therapist providing NDIS supports. I specialise in aged care participants working towards independence in activities of daily living and community participation. This recording is a dictation (my voice only, monologue) that I recorded immediately after completing a home visit with the patient.
Gathering information:
I need splose AI to gather the following information from the patient file and other uploaded files:
Get previous progress notes from the last 3 months
Get patient details and include only relevant information
Check the attached PDF titled <PDF title> containing their NDIS plan goals (look for a heading in the PDF titled: "NDIS Plan", "NDIS Goals", "Plan Goals", "Support Plan", "Goal Sheet", or similar)
Then, using the dictation transcript and the retrieved information, complete the current progress note by following these steps:
Review the previous progress notes to understand the patient's history and treatment progression
Fill in each section of the current progress note in the order they appear in the template
Match the existing template formatting exactly
Use dot points and concise sentences only
Do not use paragraphs
Do not introduce new headings
Do not make assumptions or fabricate information
Only document information that is explicitly mentioned in the dictation or retrieved data. If a section has no relevant information, leave it empty or omit it
Prioritise information from today's dictation over historical data when there are conflicts
In your output, use person-centred NDIS language:
Refer to the patient as "the participant" in all written sections
Use person-centred language throughout the documentation
Focus on what the patient can do and their progress towards NDIS plan goals
The progress note template uses SOAP format with the following key headings: Subjective, Objective, Assessment, and Plan. Draft the note under the relevant subheadings.
Your objective is to draft a progress note that reflects continuity of care and demonstrates progress towards NDIS plan goals by referencing relevant historical information where appropriate. The note must comply with the Australian Privacy Act, NDIS Code of Conduct, and NDIS Practice Standards for documentation.
For each subheading, consider the following:
Subjective: Capture what the patient reported during today's home visit about their function, concerns, progress towards goals, or challenges. Include what family members, carers, or support workers reported if mentioned in the dictation. Include instances where the patient expressed preferences or made choices about activities, equipment, or approaches. Reference any relevant changes from previous progress notes and note week-on-week progression (eg, "Participant reports increased confidence with meal preparation since last visit 1 week ago"). Keep statements concise and factual.
Objective: Document today's observations, assessments, and interventions completed during the home visit. Include specific measurements, functional observations, environmental assessments, equipment trials, or modifications made. Show week-on-week progression where measurable (eg, "Can now prepare simple meal independently with verbal prompts, previously required hand-over-hand assistance"). Note participant engagement and choices made during the session. Keep statements brief, factual, and measurable.
Assessment: Analyse progress based on today's observations, historical data, and progress towards NDIS plan goals. Note week-on-week trends from previous appointments. Identify barriers to goal achievement or supports needed. Note how today's session relates to the patient's NDIS plan goals. Keep analysis concise and focus on capacity building and independence.
Plan: Outline next steps towards NDIS plan goals, including any equipment recommendations, home modifications, carer or support worker training provided, therapy strategies prescribed, or referrals made. Document specific recommendations and timeframes that the patient agreed to. Note any actions required by the patient, family, or other services. Include any modifications to support approach that the patient chose or agreed to.
Additional instructions:
Use professional occupational therapy language
Be specific about functional observations and measurements
Document environmental factors and home safety considerations
Include evidence of participant choice and control where mentioned in dictation
Focus on capacity building and independence towards NDIS plan goals
Note week-on-week progression where relevant
Keep documentation brief, concise, objective, and factual
Reference NDIS plan goals where relevant to today's session
The progress note must comply with the Australian Privacy Act, NDIS Code of Conduct, and NDIS Practice Standards for documentation.
First, identify that this is a dictation (monologue, my voice only). Extract all clinically relevant information while filtering out non-clinical commentary. Pay special attention to:
Patient-reported symptoms, concerns, progress, or preferences
Instances where the patient expressed choices or made decisions
Functional observations and measurements showing week-on-week change
Assessments and tests completed
Equipment or modifications trialled or recommended
Patient agreement to recommendations or strategies
Carer or family interactions and education provided
Safety concerns or environmental hazards identified
Progress towards NDIS plan goals
Recommendations and follow-up plans the patient agreed to
Prompting for Client Goals
Scenario 1: Assessing how a client is tracking against established goals via recently documented sessions vs today's session. NDIS-optimised output
Scenario 1: Assessing how a client is tracking against established goals via recently documented sessions vs today's session. NDIS-optimised output
You want to assess how your client is tracking against their established goals by reviewing what's been documented over recent sessions and comparing it to what happened in today's session. You want the output to be optimised for the NDIS.
Context:
I am a speech pathologist providing NDIS supports under <insert Practice Standards module if required eg. Behaviour Support, Therapeutic Supports, etc>. The recording is a transcription (dialogue) from a support session.
Gathering information:
I need splose AI to gather the following information from the patient file and other uploaded files:
Check the attached PDF titled <PDF title> containing their NDIS plan goals (look for a section inside the PDF titled: "NDIS Plan", "NDIS Goals", "Plan Goals", "Support Plan", "Goal Sheet", or similar)
Then:
Get previous progress notes from the last 2 months
Get the session transcript (transcription)
Create a goals tracking summary to include in today's progress note. This section must comply with NDIS Code of Conduct and NDIS Practice Standards:
For each NDIS plan goal:
State the goal
Note week-on-week progress trend from recent sessions (brief summary)
Document what was achieved in today's session
Note week-on-week change from previous session
Document participant choice/control if evident in transcript (brief, one statement)
List next steps the participant agreed to
Keep all statements brief and concise. Use dot points only. Only document information that is explicitly mentioned in the transcript or retrieved data. If a section has no relevant information, leave it empty or omit it.
In your output, refer to the patient as "the participant" and use person-centred NDIS language throughout. The note must comply with the Australian Privacy Act, NDIS Code of Conduct and NDIS Practice Standards.
First identify this is a transcription (dialogue) between me and the patient. Filter out conversational filler. Focus on patient preferences, choices, and agreement to activities.
Private Sessions (Not optimised for NDIS)
Scenario 1: Documenting a counselling session with an adolescent client using the BIRP format
Scenario 1: Documenting a counselling session with an adolescent client using the BIRP format
You want to document a counselling session with an adolescent client using the BIRP (Behaviour, Intervention, Response, Plan) format.
Context:
I am a counsellor registered with PACFA (Psychotherapy and Counselling Federation of Australia). I work with adolescent patients on mental health and well-being concerns. The recording is a transcription (dialogue between me and the patient) from a counselling session.
Gathering information:
I need splose AI to gather the following information from the patient file:
Get previous progress notes from the last 3 months
Get the most recent 3 appointments and support activities
Get patient details and include only relevant information
Then, using the session transcript (transcription) and the retrieved information, complete the current progress note by following these steps:
Review the previous progress notes to understand the patient's history and therapeutic progression
Fill in each section of the current progress note in the order they appear in the template
Match the existing template formatting exactly
Use concise sentences and clinical language appropriate for counselling documentation
Do not make assumptions or fabricate information
Only document information that is explicitly mentioned in the transcript or retrieved data. If a section has no relevant information, leave it empty or omit it
Prioritise information from today's session transcript over historical data when there are conflicts
Maintain patient confidentiality and use professional, non-judgmental language throughout
In your output, use appropriate counselling language:
Refer to the patient as "the client" in all written sections
Use professional, therapeutic language throughout the documentation
Maintain respectful, non-judgmental tone
The progress note template uses BIRP format with the following key headings: Behaviour, Intervention, Response, and Plan. Draft the note under the relevant subheadings.
Your objective is to draft a counselling note that reflects the therapeutic work undertaken and the patient's progress. The note must comply with the Australian Privacy Act and align with PACFA ethical guidelines and standards for clinical documentation.
For each subheading, consider the following:
Behaviour: Document the patient's presentation, affect, mood, and relevant behaviours observed during the session. Include what the patient reported about their experiences, thoughts, feelings, and any significant events since the last session. Note any changes from previous sessions where relevant (eg, "Client appeared more relaxed than in previous session" or "Client reported continued anxiety symptoms as discussed last week"). Keep observations factual and objective.
Intervention: Document the therapeutic interventions, techniques, or approaches used during the session. Be specific about what was done (e.g., "Used cognitive restructuring to examine negative thought patterns", "Explored family dynamics using genogram", "Taught grounding techniques for anxiety management"). Reference the therapeutic modality or approach where relevant (e.g., CBT, solution-focused, narrative therapy). Include psychoeducation provided.
Response: Document how the patient responded to the interventions used. Note the patient's engagement, understanding, emotional reactions, and any insights gained. Include both verbal and non-verbal responses where relevant (eg, "Client engaged well with the activity and demonstrated understanding of the concept", "Client became tearful when discussing family conflict", "Client expressed relief after discussing coping strategies"). Note any resistance, ambivalence, or challenges encountered.
Plan: Document the plan for ongoing therapeutic work. Include homework or between-session tasks agreed upon with the patient, topics to explore in the next session, any referrals or resources provided, and the timing of the next appointment. Note any safety concerns and actions taken. Document any changes to the treatment approach or goals discussed with the patient.
Additional instructions:
Use professional counselling language that is clear and objective
Avoid diagnostic language
Maintain the patient’s dignity and use respectful, non-judgmental language in all written output
Document any risk assessment or safety concerns appropriately
Include relevant context from previous sessions to show continuity of care
Keep the note focused on the therapeutic relationship and process
Respect the patient’s confidentiality in all documentation
The progress note must comply with the Australian Privacy Act and PACFA Code of Ethics and Practice.
First, identify that this is a transcription (dialogue between counsellor and patient). Filter out conversational filler or comments that are not therapeutically relevant. Pay special attention to:
The patient's presentation, affect, and mood
Significant disclosures or topics discussed
Therapeutic interventions and techniques used
The patient's responses and engagement with interventions
Insights, realisations, or progress noted by the patient
Homework, activities, or strategies agreed upon with the patient
Any safety concerns or risk factors
Plans for future sessions or therapeutic work
Scenario 2: Documenting your dictated notes after an OT session with an elderly client using the SOAP format
Scenario 2: Documenting your dictated notes after an OT session with an elderly client using the SOAP format
You want to document your dictated notes after an Occupational Therapy session with an elderly client using the SOAP (Subjective, Objective, Assessment, Plan) format.
Context:
I am an occupational therapist specialising in aged care. I work with older adults on mobility, activities of daily living, and home safety. This recording is a dictation (my voice only, monologue) that I recorded immediately after completing a session with the patient.
Gathering information:
I need splose AI to gather the following information from the patient file:
Get previous progress notes from the last 3 months
Get patient details and include only relevant information
Then, using the dictation transcript and the retrieved information, complete the current progress note by following these steps:
Review the previous progress notes to understand the patient's history and treatment progression
Fill in each section of the current progress note in the order they appear in the template
Match the existing template formatting exactly
Use dot points and concise sentences only
Do not use paragraphs
Do not introduce new headings
Do not make assumptions or fabricate information
Only document information that is explicitly mentioned in the dictation or retrieved data. If a section has no relevant information, leave it empty or omit it
Prioritise information from today's dictation over historical data when there are conflicts
The progress note template uses SOAP format with the following key headings: Subjective, Objective, Assessment, and Plan.
Draft the note under the relevant subheadings.
Your objective is to draft a progress note that reflects continuity of care by referencing relevant historical information where appropriate. The note must comply with the Australian Privacy Act and align with AHPRA (ahpra.gov.au) standards for clinical documentation.
For each subheading, consider the following:
Subjective: Capture what the patient reported during today's home visit about their function, concerns, pain, or progress. Include what family members or carers reported if mentioned in the dictation. Reference any relevant changes from previous progress notes (eg, "Patient reports increased difficulty with transfers since last visit 2 weeks ago"). Keep statements concise and factual.
Objective: Document today's observations, assessments, and interventions completed during the home visit. Include specific measurements, functional observations, environmental assessments, equipment trials, or modifications made. Compare to previous sessions where relevant and measurable (eg, "Transfer from bed to chair now requires moderate assistance, previously minimal assistance"). Keep statements brief, factual, and measurable.
Assessment: Analyse progress or changes based on today's observations and historical data. Note any patterns or trends from previous appointments. Identify barriers to function or safety concerns. Keep analysis concise and clinically reasoned.
Plan: Outline next steps, including any equipment recommendations, home modifications, carer education provided, therapy exercises prescribed, referrals made, or follow-up arrangements. Document specific recommendations and timeframes. Note any actions required by patient, family, or other services.
Additional instructions:
Use professional occupational therapy language
Be specific about functional observations and measurements
Document environmental factors and home safety considerations
Include carer involvement and education where relevant
Keep documentation clear, objective, and factual
Focus on functional capacity and independence
The progress note must comply with the Australian Privacy Act and AHPRA standards for clinical documentation.
First, identify that this is a dictation (monologue, my voice only). Extract all clinically relevant information while filtering out Non-clinical commentary. Pay special attention to:
Patient-reported symptoms, concerns, or progress
Functional observations and measurements
Assessments and tests completed
Equipment or modifications trialled or recommended
Carer or family interactions and education provided
Safety concerns or environmental hazards identified
Recommendations and follow-up plans