Attend lets you control the language and style used in your generated clinical documentation. With Documentation Preferences, you can tailor how terminology, names, and pronouns appear in every note — so your documentation matches the conventions of your practice.
What Can You Customize?
There are three settings you can adjust:
Client Terminology
Choose how the person receiving care is referred to throughout your documentation:
Patient (default)
Client
Member
Individual
The term you select will be used consistently across all of your generated notes.
Proper Names
Decide whether proper names should appear in your documentation:
Include names (default) — Names of individuals mentioned in the encounter will appear naturally in the note when appropriate.
Exclude names — All proper names are replaced with roles (e.g., "the client," "the patient's spouse," "the patient's primary care physician"). This can be useful for added privacy or when your workflow requires de-identified notes.
Pronoun Usage
Control how pronouns are handled:
Include pronouns (default) — Appropriate pronouns (he/him, she/her, they/them) are used based on the context of the encounter.
Exclude pronouns — Pronouns are avoided entirely. Instead, the chosen client term is repeated throughout (e.g., "the client reports… the client states…").
Gender-neutral only — Only gender-neutral pronouns (they/them/their) are used, regardless of the individual's gender.
Setting Your Preferences During Onboarding
When you first set up your Attend account, you'll be asked to configure your documentation preferences as part of the onboarding process.
You can accept these suggestions or customize them to your liking. Don't worry — these aren't permanent. You can update them at any time.
Updating Your Preferences Later
To change your documentation preferences after onboarding:
Open Settings from the main menu.
Scroll to the Documentation Preferences section.
Adjust any of the three settings using the provided options.
Click Save Preferences.
Your changes take effect immediately and will apply to all future documentation generated by Attend. Previously generated notes are not affected.
Frequently Asked Questions
Do my preferences apply to all note types?
Yes. Your documentation preferences are applied to new notes, note revisions, encounter documents, and patient instructions.
Can different users in the same workspace have different preferences?
Yes. Each user can set their own preferences. If you haven't set a personal preference, Attend will fall back to any workspace-level defaults, and then to the system defaults.
Will changing my preferences update notes I've already generated?
No. Preference changes only affect documentation generated going forward. Existing notes remain as they were originally created.
I chose the wrong settings during onboarding. Can I fix them?
Absolutely. Head to Settings > Documentation Preferences to update your choices at any time.