The following is a beta. Please reach out to the support team if you have any questions or are encountering any issues.
Getting value out of splose AI usually means writing a good prompt first, and most practitioners have no reference point for what a good one looks like. The AI template library removes that step. It is a catalogue of progress note templates built by splose alongside practising clinicians, with the AI instructions already written for each section. You choose a template, use it, and see a real result on your next note.
This guide covers what the library is, where to find it, how to add a template to your practice's templates, how to use one in a progress note, and what is worth changing once you have seen your first output.
Before you begin
To browse and use templates from the AI template library, you need:
splose AI enabled for your workspace
A splose AI subscription applied to your user
To save and edit templates from the library for future use in your workspace, you also need:
Permission to access Settings → Templates. This permission is off by default for practitioners.
Most practitioners cannot check their own splose AI subscription status. If you are not sure, ask your account owner or practice manager to confirm it for you.
What the AI template library is
The AI template library is a collection of progress note templates built by splose, with AI blocks already written and ready to use.
A normal progress note template gives you a structure to fill in. An AI template goes further. Each section carries its own AI instructions, so once you have recorded or written up your session, splose AI drafts that section for you in the style and structure your discipline expects.
The point is to skip the setup. You do not need to know how to write AI prompts, and you do not need to build anything.
Disciplines available now
Physiotherapy
Speech Pathology
Occupational Therapy
Counselling and Psychology templates are coming soon.
Every template is written by splose alongside practising clinicians in that discipline, so the structure and clinical language reflect how those notes are actually written.
These templates are yours to change
They are built to work straight out of the box, and they are also a starting point. Most practitioners use one as-is for a note or two, then adjust it to sound more like them. What to change once you have used it covers what is worth adjusting.
Where to find the AI template library
There are two places to open the library. Which one you use depends on what you are trying to do.
From your template settings
Use this when you want to add a template to your practice's own templates and keep it.
Go to Settings, then Templates, then Progress Notes.
Click Template library.
From a progress note
Use this when you are about to write a note and want to use a template right now.
Open the appointment from your Calendar, or go to your client's Progress Notes.
Select Create progress note.
On the screen that appears, select Template library.
Opening the library from your settings lets you save a template into your practice's templates, so you can use it again and again. Opening it from a progress note uses the template for that one note only. It will not be added to your templates.
Add a template to your practice's templates
When you open the library from Settings → Templates → Progress Notes, you can browse the full catalogue and add any template to your own progress note templates.
Find a template
Templates are grouped by discipline. To narrow the list:
Search by template name or description.
Filter by tag.
Sort alphabetically, or by recently added.
Preview a template
Select any template to open its detail view. You can switch between two views:
Example output. A sample finished note showing what this template produces.
Template. The template itself, showing each of its AI blocks.
The detail view also shows the template's description, discipline and tags.
Add it to your templates
Go to Settings, then Templates, then Progress Notes.
Click Template library.
Select Edit this template. The template opens in the progress note template editor.
Give it a title, then save it as-is, or make your changes first.
Click Create.
Select whether you would like the template to be applied to a service or services and click Confirm, or click Not Now if you simply want to save it to your template library.
You do not have to change anything before you save. These templates are built to work as they are. If you would rather see how one performs on a real note before adjusting it, save it and use it. You can edit it any time.
Your saved copy is your own. It is a one-time copy, not a live link back to the splose template. Changes you make to your copy do not affect the splose version, and if splose updates that template later, your copy stays as you saved it.
Use a template in a progress note
If you are about to write a note and want to use a splose template straight away:
Open the appointment from your Calendar, or go to your client's Progress Notes, then select Create progress note.
Click Template library.
Browse or search for a template, then select it to preview it.
Select Use this template.
The template loads into this client's progress note, ready to generate. Record or write up your session and generate your blocks as you normally would.
This uses the template for this note only. It is not added to your progress note templates. If you like it and want to use it again, add it from Settings → Templates → Progress Notes → Template library, as covered in Add a template to your practice's templates.
What to change once you have used it
Every part of a template is editable, so you can make it genuinely yours. You do not need to change anything before your first note.
Start by using the template on a real note, then change one thing. Once you have seen what it produces with a real session behind it, what needs adjusting becomes obvious. Trying to get it perfect before you have seen an output usually means guessing.
There are two places worth looking when you do want to adjust it.
The template's AI instructions
This instruction applies to the whole note. It is the best place for anything about how you write, because you set it once and every section follows it.
Good things to put here:
Tense and voice. For example: "Write in past tense. Refer to the practitioner as 'the clinician', not 'I'."
Length and format. For example: "Keep each section to three or four primary key dot points. Do not write in paragraphs."
What to leave out. For example: "Do not include recommendations unless they were discussed in the session."
Individual AI block instructions
Each block has its own instruction covering just that section. Use these for anything specific to one part of the note rather than the whole thing.
Good things to put here:
Your practice's own structure. If your assessment section always covers the same four areas in the same order, say so in that block's instruction.
Requirements specific to your work. If a section needs to reference goals from a plan, or note funding-relevant detail, state that in the block rather than in the template-wide instructions.
An exception to your general rule. If your template-wide instruction says dot points but your summary section should be a short paragraph, set that on the summary block. A block's own instruction takes priority for its section, so you do not need to rewrite your general instruction to make an exception.
Everything else
Section headings, any fixed text such as consent or safety statements, the order of blocks, the template name, and any non-AI content you want in every note are all editable. Change whatever you like, the same way you would a regular template in splose.
Things to note
Using a template from the library and using Copy recent note or Copy recent practitioner note do opposite things, so you can only do one of them on a note. Choosing a template from the library means you will not also be copying a previous note into it.
Copy recent note and copy recent practitioner note are unchanged. The library is an extra option, not a replacement.
Your copy of a splose template is a one-time copy. There is no ongoing link back to the splose version in either direction.
The AI template library is not the same as the AI Block library. The AI template library holds full note structures. The AI Block library holds individual saved prompts. See Accessing the AI Block Library.
Frequently Asked Questions
What is the difference between using a template and saving it?
What is the difference between using a template and saving it?
Using a template from a progress note applies it to that one note. Saving a template from your settings adds it to your practice's progress note templates so you can use it again. They are separate actions in separate places.
If I use a template from a progress note, is it saved to my templates?
If I use a template from a progress note, is it saved to my templates?
No. It is used for that note only. To keep it, add it from Settings → Templates → Progress Notes → Template library.
Can I change a splose template?
Can I change a splose template?
Yes, all of it. Once you have added it to your own templates it is yours, and you can edit anything in it.
Will my edits change the splose version, or affect anyone else?
Will my edits change the splose version, or affect anyone else?
No. Your copy is your own. Editing it does not change the splose template and does not affect other practices.
If splose improves a template later, will my copy update?
If splose improves a template later, will my copy update?
No. Your copy stays as you saved it. If you want a newer version, add it from the library again.
Do these templates work with session recording?
Do these templates work with session recording?
Yes. Use the template as you would any other AI template. If you are recording a session or a dictation, record that first, then use AI to generate the contents of your note.
My discipline is not in the library yet. When will it be?
My discipline is not in the library yet. When will it be?
Counselling and Psychology are coming soon, and we will keep adding disciplines to the library.
Who writes these templates?
Who writes these templates?
splose, working alongside practising clinicians in each discipline.
Troubleshooting
There are no templates for my discipline.
There are no templates for my discipline.
The library currently covers Physiotherapy, Speech Pathology and Occupational Therapy, with Counselling and Psychology coming soon. If your discipline is not listed yet, submit it on the Ideas Hub so we know you are waiting for it, and so others in your discipline can add their support.
There is no AI block prompting to create or fill in a table.
There is no AI block prompting to create or fill in a table.
AI blocks cannot generate tables. You can place an AI block inside a table cell, which works well for simple label-and-response layouts.
The output does not sound like me.
The output does not sound like me.
This is expected on the first few notes, and it is fixable. Adjust the template's AI instructions to describe how you write: tense, voice, dot points versus paragraphs, and level of detail. See What to change once you have used it.
I edited the splose template, and my own copy did not update.
I edited the splose template, and my own copy did not update.
When you add a library template to your own templates, splose makes a one-time copy. There is no ongoing link between the two. Edits you make to your copy do not affect the splose version, and updates splose makes do not flow into your copy. To change what your notes generate, edit your own template in Settings → Templates → Progress Notes.