Skip to main content

Customizing your notes with Custom Instructions

How to set standing preferences that shape every future note, with examples, using the Custom Instructions feature in Settings.

Custom Instructions let you set preferences that apply to all your future session notes, so you don't have to make the same edits over and over. If there's a change you find yourself making on most notes, turn it into a custom instruction.

Where to find it

  1. Click Settings on the lower-left of the Eluve homepage.

  2. In the Preferences side-nav, click Note.

  3. Scroll down to the Custom Instructions text box.

Add your instructions

Enter your instructions, and be as clear and concise as possible for the best results. When you're done, click Save.

Examples of custom instructions:

  • Remove Social / Lifestyle factors.

  • Keep headings to a minimum in the Assessment section.

  • Always use B when bilateral is spoken.

  • Change all references of "right" to "R" and "left" to "L".

  • If there are no red flags, do not include this section.

💡 A good rule of thumb: what note revisions do you make regularly? Turn that into a prompt. For help wording your instructions, see the article "Writing effective prompts to improve your notes".

Custom Instructions vs. Improve Notes

  • Custom Instructions apply to every future note.

  • Improve Notes applies changes to only the note you're currently on.

Did this answer your question?