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.
Currently, post-session summaries are only optimized for individual clients, not yet for couples. You can still try generating a summary for a couple, but it might not meet your needs completely.
Generating a post-session summary
Note: 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.
Go to the session you'd like to summarize.
Click Add note above the progress note.
Scroll to or search for Summary for client, and click on it to generate.
Your summary will be ready in just a few moments.
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
You can share a post-session summary with your client either by copying and pasting it into a document for them, or by downloading it as a PDF and emailing it to them.
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.
