We can generate brief, accurate summaries of your sessions that are perfect for sharing with your clients and helping them stay mindful of their progress.
Summaries are written in client-friendly language and include four sections: Summary, Techniques, Homework, and Plan.
We can only generate a summary if your session has a transcript. If you delete a session's transcript, it won't be possible to get a post-session summary.
Generating a post-session summary
Go the the session page of the session you'd like to summarize.
Go to the Client note tab, and click Generate.
Editing a post-session summary
You can edit your summary the same way that you edit notes — see our guide here. You can even make changes with Smart edit.
Sharing a post-session summary
To download the summary as a PDF, click the PDF icon. To copy the summary, click the clipboard icon. Then, you can email your client with the file attached or with the text pasted into the message.
