Dynamic Templates: Why Each Psychologist Documents Different (And It's OK)

A cognitive-behavioral psychologist needs fields for thought records, intersession tasks, and mood scales. A psychalist needs space for associative material, transfer and dreams. A systemic therapist needs to record family dynamics, genograms, and alliances.

Then why do most clinical software force you to use the same rigid form for everyone?

In Brauni, documentation templates are dynamic and customizable. You decide what fields to have, how to organize them and what kind of information to register. And if you don't want to configure anything, the pre-designed templates already cover the essentials.

What is a dynamic temperate?

A template in Brauni is the structure that defines which fields your session note, your patient profile, or your medical records has. Think of it as a customizable mold:

• Sections: groups of related fields (e.g. "Emotional State", "Interventions", "Planning")
• Camps: each individual data within a section (e.g. "Level of mind", "Used techniques", "Tasks")
• field types: free text, multiple selection, numerical scales, dates, checkboxes and more

The key is that this mold can be completely modified without the need to program. Add a field, change a section, reorder the structure - everything is done from the interface.

Three categories of temperates

Brauni uses dynamic templates in three areas of clinical documentation:

1.

The most used template. Define which fields you complete after each session with a patient. A typical template includes:

2. Patient Profile

Define what information you collect from each new patient:

3. medical records

The structure of your formal clinical record:

14 types of field to cover any need

Each field of a template can be of one of these types:

Each type has automatic validation. A selection field only accepts the options you defined. A scale only accepts numbers within the configured range. A mandatory field cannot be left empty.

Customization: how to adapt a template

Cloning and modifying

The easiest way to start is to closure a pre-designed template and adapt it. Brauni comes with general templates that cover the basics. You clone them and:

• Add fields you need (e.g. a "Reported Dreams" field for psychoanalysts)
• Remove fields that you do not use (e.g. remove "intersession tasks" if you do not work with tasks)
• Reorder sections according to your workflow
• Changing field types (e.g. converting a text field into a scale from 1 to 10)
• Modify options of selection fields (e.g. add your own mood categories)

Create From Zero

You can also create a completely new template. You define the sections, fields, types and order. Total freedom.

Edit with AI

Don't you feel like setting field by field? You can ask AI to modify your template in natural language:

"Add a risk assessment section with a scale field from 1 to 5 and a text field for observations"

The AI modifies the template structure in real time and shows you the changes instantly. You can keep asking for adjustments in a fluid conversation until the template is as needed.

Versioned: your changes are safe

Every time you modify a template, Brauni saves a new version. This means that:

• You can back to previous versions if a change doesn't convince you
• Session notes already created are not affected by changes in the template
• You can see the history of changes of each template

If you experience a new structure and don't like it, you can always go back.

Templates and AI: A Powerful Combination

Dynamic templates are not just pretty forms. They are the basis that allows the IA to automatically complete your session notes.

When you send an audio, photo or text describing your session, the AI reads the structure of your template and knows exactly:

• What fields exist and what type of information each expects
• Which options are valid in selection fields (do not invent options)
• What ranges are acceptable on scales and ratings
• Which fields are mandatory and prioritizes completing them

If your template has a used "Respiration Techniques" field with a checkbox of options, the AI will specifically search for that information in your audio and mark the correct options. If you have a generic "Interventions" field as a free text, the AI will write a descriptive paragraph.

The structure of your template guides the AI. A well-designed template produces better completed notes.

Import and export: share templates

Do you have a colleague who uses Brauni and you want to share your temperate? You can export it as JSON and send it to him. Your colleague cares about it on his account and adapts it to his taste.

This is especially useful for:

• Supervisors who want their supervisors to use a standardized structure
• Clinical team that needs consistency in documentation
• Institutions that have specific registration requirements

File what you don't use

Over time, you may create several templates for different types of patients or situations. Those that you no longer use, you can archive them without removing them. They are saved if you need them in the future, but they don't appear on your active list.

Predesigned Templates: Ready to use

If you don't want to customize anything, Brauni includes pre-designed templates that work for most professionals:

General Template of Session Notes

Designed to cover the basics of any orientation:

• Session information: participants, modality
• Emotional state: mood level (selection scale), state observations
• Clinical content: topics worked, interventions, observations
• Planning: tasks, agreements, next steps

Adult Patient Profile Template

Covers the full initial assessment:

• Consult: motive, referral, onset of symptoms
• Personal data: family situation, cohabitation, support network
• Labour context: Occupation, environment, satisfaction
• Medical background: conditions, medication

These temperates are a starting point. The idea is that clones and adapt them to your practice, or that you use them as if they served you.

Why does the structure of your notes matter

A good documentation structure is not just organization - it has a direct impact on your practice:

• Consistency: You will always record the same information, session after session
• Pattern detection: structured fields allow tracking evolution over time
• Communication: reports and referrals are clearer when baseline information is well organised
• Legal: before a court order, structured notes are more solid than loose notes
• More precise AI: The more structured your template, the better the AI works by completing your notes

Your documentation, your structure, your rhythm

Each psychologist works differently. The way you document a TCC session with an adult has nothing to do with how you document a play session with a child. And both are perfectly valid.

The dynamic templates of Brauni exist so that your documentation tool adapts to you, and not the other way around. Set them once, always use them, adjust them when you need them. Simple as that.

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Brauni templates store their structure as JSONB versioned and completed clinical data are encrypted with AES-128 (Fernet) before being saved. Template customization does not compromise the security of clinical information.