---
title: How to Format Treatment Note Templates for AI Use
description: In this guide, we'll show you how to format treatment note templates for AI use. A key requirement is to include a Long Answer form component, as it allows the AI tool to function properly within the treatment notes.
---

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# How to Format Treatment Note Templates for AI Use

## In this guide, we'll show you how to format treatment note templates for AI use. A key requirement is to include a Long Answer form component, as it allows the AI tool to function properly within the treatment notes.

#### Step 1: Navigate to Setup

Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the [Setup](http://app.pabau.com/setup)page by clicking the cogwheel icon in the left sidebar menu. In the Clinical section, find [Medical Form Templates](https://app.pabau.com/setup/medical-forms).

<iframe data-hsv-src="https://play-eu1.hubspotvideo.com/v/25852664/id/90550645453?autoplay=true&amp;loop=true&amp;muted=true&amp;hidden_controls=true" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="90550645453" data-hsv-style="" data-hsv-width="650" data-hsv-height="365" data-hsv-autoplay="true" data-hsv-loop="true" data-hsv-muted="true" data-hsv-hidden-controls="true" data-hsv-full-width="false"></iframe>

#### Step 2: Create a New Form Template

Once you're on the [Medical Forms](https://app.pabau.com/setup/medical-forms) page, click the "Create Form" button at the top right corner of the screen to get started. You will be prompted to choose one of the templates we offer or create the form yourself. In this case, select Blank Template.

**NOTE:** It's not mandatory to create a completely new treatment note form to use the AI tool in treatment notes. Simply follow the form component addition steps below to add a Long Answer component to your existing treatment note template.

#### Step 3: Configure Form Settings

In the form builder, start adding all the necessary fields to your treatment form, such as patient name, date fields, and others, just as you would when [creating any other medical form](https://support.pabau.com/en/pabau2/how-to-create-a-medical-form?hsLang=en). This guide specifically highlights the Long Answer component, as it is essential for enabling the AI tool within treatment notes.

To include the Long answer component in a treatment note template, in the form builder, begin by expanding the General tab located at the top left of the screen. Here, you'll need to name your form and select Treatment Form as the form type.

![How to Format Treatment Note Templates for AI Use\_1](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Format%20Treatment%20Note%20Templates%20for%20AI%20Use_1.webp?width=675&height=268&name=How%20to%20Format%20Treatment%20Note%20Templates%20for%20AI%20Use_1.webp)

Next, open the Components tab to start adding elements to your form. Either drag and drop or click on the Long Answer component to add it to the form—this is a key step, as the AI Care Agent will only work within a Long Answer component.

![How to Format Treatment Note Templates for AI Use\_2](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Format%20Treatment%20Note%20Templates%20for%20AI%20Use_2.webp?width=676&height=276&name=How%20to%20Format%20Treatment%20Note%20Templates%20for%20AI%20Use_2.webp)

Once the Long Answer component is on the screen, hover over it to reveal an edit icon in the far-right corner.

Click the pen icon to edit the component and add a question that will help guide the AI tool's response in this section. Finally, click the "Save Component" button to confirm your changes.

![How to Format Treatment Note Templates for AI Use\_3](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Format%20Treatment%20Note%20Templates%20for%20AI%20Use_3.webp?width=685&height=253&name=How%20to%20Format%20Treatment%20Note%20Templates%20for%20AI%20Use_3.webp)

#### Step 4: Save Changes

After you've configured the form, click the "Save" button at the top right corner to save the treatment note. 

![How to Format Treatment Note Templates for AI Use\_4](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Format%20Treatment%20Note%20Templates%20for%20AI%20Use_4.webp?width=678&height=273&name=How%20to%20Format%20Treatment%20Note%20Templates%20for%20AI%20Use_4.webp)

By following these steps, you can include the AI Care Agent in your treatment notes by ensuring the use of a Long Answer component, either by adding it to a new or existing template.

---

For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau. 

 

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    - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#getting-started)
    - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases)
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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
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- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
    - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage?hsLang=en#inbox-conversations)
    - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel)
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- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

    - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-uk)
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    - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#us-insurance-billing-additional-resources)
- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)
- [Data Hub](https://support.pabau.com/en/pabau2/data-hub?hsLang=en)

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