Progress review & documentation
Progress note generator
Start with your rough session notes. Choose the available note format and review the draft for accuracy, omissions, and unsupported statements.
Explore this stepAfter the session
Turn the same session context into a progress note, a treatment-plan review, and agreed homework. Review each draft before moving on.
A guided sequence of separate tools. You review and transfer the relevant information between steps.
Progress review & documentation
Start with your rough session notes. Choose the available note format and review the draft for accuracy, omissions, and unsupported statements.
Explore this stepProgress review & documentation
Bring the reviewed note and the existing treatment plan to the review tool. Consider proposed updates against the client's goals; approve changes yourself.
Explore this stepBetween-session & client-facing
Use the agreed next step to draft between-session work. Check feasibility, wording, and the client's preferences before sharing.
Explore this stepA fictional walkthrough
Fictional adult A tried a shorter preparation routine before two meetings. They would like to repeat the experiment. The clinician has an existing plan and their own session notes.
Three separately reviewed drafts: a session record, proposed updates to the existing plan, and a short explanation of the agreed task.
This illustrates the sequence. It does not represent an automatically generated bundle.
Transfer only information needed for the next task. Correct the first draft before reusing it, so an error does not carry into the next document.
Each tool has its own fields and access requirements. Check the access requirements in each tool and the terms at checkout; check data handling before entering sensitive information.