Client Session Summary

• Template structure

  The Client Session Summary template captures these sections automatically from your recording.

  1. Session Overview
  2. Key Insights
  3. Progress
  4. Takeaways
  5. Action Items

• Built for

  • Psychologist
  • Clinical Psychologist
  • Counsellor
  • Social Worker
  • Psychotherapist
  • Occupational Therapist
  • Speech Pathologist
  • Physiotherapist
  • Dietitian
  • Exercise Physiologist
  • School Counsellor
  • School Psychologist
  • Life Coach
  • Health Coach
  • Art Therapist
  • Music Therapist
  • Drama Therapist
  • Marriage Counsellor
  • Family Therapist
  • Youth Worker

1. 01 Record or dictate the session

   In-person, telehealth, or hybrid. Audio is deleted immediately once it's processed. If it can't upload, it stays on your own device so you can retry; if it uploads but can't be processed, it's held in Australia for up to 48 hours, then deleted.

2. 02 Pick the Client Session Summary template

   Or make it your default template so future recordings use it automatically.

3. 03 Review and finalise

   Your note is generated in the structure above. Edit anything you want — your practice, your voice — then save to the client record.

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