Discharge Summary

• Template structure

  The Discharge Summary template captures these sections automatically from your recording.

  1. Client Details
  2. Reason for Referral
  3. Treatment Provided
  4. Outcomes
  5. Discharge Plan
  6. Follow-Up

• Built for

  • Psychologist
  • Clinical Psychologist
  • Psychiatrist
  • Social Worker
  • General Practitioner
  • Counsellor
  • Psychotherapist
  • Mental Health Nurse
  • Nurse Practitioner
  • Occupational Therapist
  • Physiotherapist
  • Speech Pathologist
  • Dietitian
  • Registered Nurse
  • Case Manager
  • Rehabilitation Counsellor
  • Paediatrician
  • Geriatrician
  • Neurologist
  • Obstetrician
  • Orthopaedic Surgeon
  • Sleep Specialist
  • Midwife
  • Clinical Nurse Specialist

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 Discharge 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.

• Professional Letter / CorrespondenceUnified professional letter template for referrals, GP correspondence, school letters, employer letters, and provider emails. The AI adapts content and confidentiality level based on the recipient.
• Client Session SummaryWarm, client-friendly summary of the session for the client's reference.
• Progress / Insurance ReportFormal progress report for referrers, insurers, or funding bodies. Includes optional insurance-specific sections for clinical necessity, ICD codes, and claim details.
• Treatment Plan SummaryFormal treatment plan document covering diagnoses, biopsychosocial formulation, treatment goals (with measurable indicators), proposed interventions, expected duration, and review points. Designed to share with the client, GP, or third parties (insurers, NDIS, schools) as a clinical roadmap rather than a session note.
• Medical / WorkCover CertificateCertificate of capacity for fitness for work, study, or WorkCover purposes. Includes optional workers compensation fields for claim number, mechanism of injury, and functional limitations.
• Medico-Legal ReportIndependent medico-legal report for court, tribunal, insurer, or workers-compensation purposes. Structured around the referrer's questions: history, examination, diagnosis, causation, prognosis, capacity, and reasoned clinical opinion. Written in the formal, defensible style required for medico-legal use.

Browse all Document templates →