splose AI works best when you give it clear instructions. The more context and structure you provide, the less time you'll spend editing the output, and the more it will sound like you. This guide is for anyone new to splose AI, or anyone who wants to get more out of it.
In this guide, you'll learn how to write prompts that get accurate, well-structured results. We'll cover how to set the right context, retrieve historical information, prompt splose AI on how to write each section of your notes, and apply content rules that keep the output clean and clinically relevant. We'll also finish with a complete example prompt you can adapt for your own practice.
Before You Begin
splose AI needs to be enabled in your workspace before you can use it. You'll also need access to the relevant client files and progress notes. If you use structured note templates, such as SOAP or BIRP, have those set up in splose before you start, as AI performs best when you point it to a specific format.
Writing Great Prompts with splose AI
Start with who you are
One of the most effective things you can do at the start of any prompt is to tell splose AI what you do. A short sentence about your role and specialty gives AI the context it needs to prioritise the right information.
Example
I am an occupational therapist providing NDIS supports. I specialise in children with psychosocial disabilities.
This helps AI understand your clinical context before it retrieves any data or starts writing, which means better decisions about what to include, what to leave out, and how to frame it.
Use step-by-step instructions to define a clear workflow
AI follows instructions in sequence. If you bundle multiple tasks into a single sentence, it may skip steps or produce incomplete output. Break your prompt into short, sequential directives instead.
Do this
First, retrieve the patient's previous progress notes and appointments from the last 3 months. Then, using the contents of my transcript, please generate a draft of the current progress note.
Not this
Use the transcript and any relevant history to write and complete a progress note that covers subjective findings, objective observations, goals, and the plan for the next session, and also make sure it references any changes since the last visit.
The second example bundles retrieval, note writing, and historical comparison into one sentence. AI may miss steps or produce a note that skips the historical context entirely.
A good rule of thumb: if your prompt has more than one "and", it probably needs to be split up.
Tell AI what not to include
AI can generate content it infers from a transcript, not just what was explicitly said. You can prevent this by adding a clear directive.
Example
Only document information explicitly mentioned in the transcript or retrieved data. Do not fabricate or infer clinical content.
Retrieve historical context with precision
When you ask AI to pull historical information, be specific about what you need. Vague requests can lead to AI retrieving too much — or missing what matters.
Use exact date ranges: "from 2025-01-01 to 2025-03-31"
Use relative timeframes: "the past 6 weeks" or "the last 3 months"
Use quantities: "the latest 3 progress notes"
Use keywords to search within notes: "Search previous progress notes by keywords: rotator cuff, MRI, rehab protocol"
Ask AI to compare across sessions: "Compare today's findings against goals established in the last 2 months"
Example (full retrieval instruction)
First, retrieve the following information:
Get previous progress notes from the last 3 months
Get patient details and include only relevant information
Get the patient's NDIS Goals from the current note
Next, review the previous progress notes to understand the patient's history and treatment progression as context for today's session.
State the structure, then teach AI how to write each section
Stating the template you want is a good start. But to get output that actually sounds right, you need to go further — tell AI what each section should capture, what to prioritise, and what good looks like.
Use this pattern for each section of your note:
Name the section
Describe what it should capture
Provide an example of a well-written entry (so AI knows what "good" looks like for your practice)
Example (SOAP note)
Format as SOAP: Subjective, Objective, Assessment, Plan.
For each section, consider the following:
Subjective: Capture what the patient reported during today's session about their experiences, concerns, progress, or challenges. Reference any relevant changes from previous progress notes (e.g. "John 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 (e.g. "John successfully completed 3 independent community outings this week, up from 1 outing in the 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 the approach that the participant chose or agreed to. Include a timeline for follow-up, as discussed.
The more clearly you describe each section, the less editing you'll need to do on the output.
Add content rules to control quality
A Content Rules section at the end of your prompt is one of the most useful things you can add. It tells AI how to handle edge cases, what language to use, and how to prioritise when information conflicts.
Example content rules
Content rules:
Do not fabricate or infer clinical content not present in the requested sources.
Silently discard anything that is not clinically relevant: personal reminders, uncertainties, admin notes, self-corrections, and anything written as a note to the practitioner rather than as a clinical observation. If something is unclear or uncertain, omit it.
Write in plain, direct person-centred language. Focus on what the patient can do and their progress towards goals.
Refer to the patient by their first name, not "the patient".
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 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.
Avoid formal report language, passive constructions, and clinical jargon where plain language conveys the same meaning.
Output only the completed note. No step narration, no summary of what was done, no closing remarks.
The last rule, output only the completed note, is worth adding to almost every prompt. AI sometimes adds a preamble or closing summary around the note, which gets in the way when you're trying to copy the output directly into splose.
Putting It All Together
Here's an example of a complete prompt that combines everything covered in this guide. It's written for an NDIS occupational therapist using a SOAP note template, but you can adapt the structure for your own discipline and format.
I am an occupational therapist providing NDIS supports. I specialise in children with psychosocial disabilities.
First, retrieve the following information:
Get previous progress notes from the last 3 months
Get patient details and include only relevant information
Get the patient's NDIS Goals from the current note
Next, review the previous progress notes from the last 3 months to understand the patient's history and treatment progression as context for today's session.
Then, using the session transcript and all retrieved information, complete the progress note for this patient. The current note has the following key headings: Subjective, Objective, Assessment, Plan, and Progress Towards Goals. Your objective is to draft a progress note that reflects continuity of care by referencing relevant historical information where appropriate.
For each subheading, consider the following:
Subjective: Capture what the patient reported during today's session about their experiences, concerns, progress, or challenges. Reference any relevant changes from previous progress notes. 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. 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. Focus on week-on-week progression towards NDIS plan goals.
Plan: Outline next steps, including any adjustments to the support plan based on recent progress. Document specific strategies, homework, or activities the participant agreed to. Include a timeline for follow-up, as discussed.
Content rules:
Do not fabricate or infer clinical content not present in the requested sources.
Silently discard anything that is not clinically relevant: personal reminders, uncertainties, admin notes, self-corrections, and anything written as a note to the practitioner rather than as a clinical observation. If something is unclear or uncertain, omit it.
Write in plain, direct person-centred NDIS language. Focus on what the patient can do and their progress towards goals.
Refer to the patient by their first name.
Use dot points and concise sentences only. Do not use paragraphs. Do not introduce new headings.
Do not make assumptions. Only document information 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.
Avoid formal report language, passive constructions, and clinical jargon where plain language conveys the same meaning.
Output only the completed note. No step narration, no summary of what was done, no closing remarks.
Things to Note
Use splose terminology in your prompts. AI maps information more accurately when you use the terms splose uses. Say Progress notes instead of "clinical notes" or "case notes", and Appointments and support activities instead of "services".
Using "patient" tends to produce cleaner output. Even when you work with participants or clients, using the word patient in the core prompt instructions typically produces more consistent results. You can always override this in your content rules — for example, "Refer to the patient as 'the participant' in all written sections" for NDIS compliance.
For NDIS reporting, prompt AI to track progress trends. You can add "Note week-on-week progress trends from recent sessions" to your prompt. This is particularly useful for Speech Pathologists and Occupational Therapists who need to demonstrate measurable progress towards NDIS plan goals.
Filter out conversational filler from transcripts. If you find AI is picking up non-clinical filler from your transcripts — small talk, self-corrections, or off-topic remarks — add this to your content rules: "Silently discard anything that is not clinically relevant: personal reminders, uncertainties, admin notes, self-corrections, and anything written as a note to the practitioner rather than as a clinical observation. If something is unclear or uncertain, omit it."
⚠️ Important
splose AI does not make clinical diagnoses. You must review, edit, and approve all generated content to ensure it accurately reflects the session before finalising the record.