1. Choose your preferred note format
Navigate to Settings → Preferences
Select from supported formats like:
SOAP – Subjective, Objective, Assessment, Plan
DAP – Data, Assessment, Plan
EMDR, BIRD, or customised layouts
You can set a default format for all new notes
2. Override format per session
When generating a note, you can change the format manually from a dropdown
Ideal for tailoring documentation per client or clinical situation
3. Personalise tone and style
PractaLuma can adjust for formal, semi-formal, or conversational tone
Choose whether you'd like AI to match your typical phrasing and structure
4. Save time with templates
Save frequently used layouts as templates
Reuse across sessions to maintain consistency