Features:
Note Editor (Left Pane)
Use this section to draft your progress note. A pre-configured template is provided to guide structured input with formatting tools.
Center Slider
Allows you to adjust the width of the left and right panes for optimal viewing.
Progress Note Tools (Right Pane)
Displays features such as Prior Notes, Session Transcript, AI Summary, AI Analytics, and Session Analytics. These are presented in expandable/collapsible tiles. Each tile includes options to copy text for use in your note.
Session Tools Overview
- Prior Notes
Access previous progress notes to review or reference content from earlier sessions. Useful for continuity and tracking client progress over time.
- Transcript
View the full session transcript. Each speaker turn is clearly separated, making it easy to locate and copy specific parts of the conversation for inclusion in your current note.
- Session Summary
The AI Assistant generates a summary of the session, tailored to the format you selected when creating the note—either Concise or Verbose—to match your documentation style.
- AI Analysis
Includes a breakdown of the Subjective and Objective elements of the session. Emotional cues identified during the conversation are also highlighted, providing deeper insight.
- Session Analytics
Provides an analysis of rapport and identifies the top ten themes that emerged during the session, helping to contextualize and enrich your clinical documentation.
Working with the Progress Note Tools
The Auto Fill function available in select templates will automatically add the AI Analytics section to your notes.
If you choose to manually fill your notes, follow these instructions:
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Click the down arrow to expand the section.
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Use the scroll bar to browse the available content.
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To include content in your note:
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Click the Copy button on the desired tile or section.
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Paste the copied text (Ctrl+V) into the left pane (Note Editor).
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To copy only part of the content, highlight the desired text, right-click, and select Copy, then paste it manually.
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Note: The Session Analytics section includes an Add Analysis to Progress Note button, which inserts the content directly into the note.
Saving and Reviewing Your Work
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The editor automatically saves your work every 3 seconds after each input.
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Review your Note Editor to ensure copied items from the tools are added.
Whether your note is partially or fully completed, it is strongly recommended to manually save before leaving the editor to ensure no data is lost.
Save, Sign, and Lock the Note
- Click the Save button to manually save your progress.
- When you have fully completed your Progress Notes, click the Sign button to complete and lock the note.
Important: Once a progress note is signed, it becomes final and cannot be edited or updated.