Session context & documents
Letters and reports, drafted from the record
Keep each client’s documents on their page and add context to each session — files, observations and anything else to know — so every note for that session draws on it. When the note is finished, a letter is drafted from the client’s record for you to check, edit, download or copy.
From session context to a finished letter
Add what the note should know, write the note, then turn it into the letter the next reader needs.
- Add documents to the client
Upload referrals, consent forms, reports and letters to the client’s page, then preview or download them any time.
- Add context to the session
Attach files to the session and choose which are used in notes, set the session type, and add observations and anything else to know.
- Write the note
Every note for that session draws on its context, so you don’t repeat it.
- Write a letter
From the finished note, pick a GP letter, care plan review or referral letter. Check and edit the draft, then download a PDF or Word file or copy the text.
What it keeps, and what it drafts
Documents and context stay with the client and the session; letters start from the finished note.
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GP letters
An update for the client’s GP, drafted from the finished note.
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Care plan review letters
The progress letter for a mental health care plan review.
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Referral letters
An onward referral to another clinician or specialist.
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Client documents
Referrals, consent forms and reports kept on the client’s page.
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Session files
Files for one session, also saved to the client’s documents.
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Observations and notes
What you noticed and anything else the note should know.
Sending a form to a client
Open Forms, choose Send beside the form and pick the client. The form then shows on the client’s page as waiting or completed, and you get a notification when their answers come back.
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Drawn from the record
Letters are drafted from the client’s record and the finished note. You choose which session files are used in notes.
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Yours to check and edit
Every draft is yours to check and edit before it leaves your hands.
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Download or copy, never emailed
Download a PDF or Word file, or copy the text, and send it yourself. Letters are never sent from Grounded Scribe.
Letters for the people who need them
Start a letter from the finished note, addressed to the reader who needs it.
- GPs
- Referrers & specialists
- Your client record
Included as you grow
Upload documents and add session context on any plan. AI-drafted letters are part of Core and above.
No Credit Card Required
Stop dreading the report pile
Start free, then upgrade to draft letters from your client records — from the finished note, and always yours to check.