Progress / Insurance Report

• Template structure

  The Progress / Insurance Report template captures these sections automatically from your recording.

  1. Client Details
  2. Diagnosis
  3. Presenting Issues
  4. Treatment Summary
  5. Progress
  6. Clinical Necessity
  7. Recommendations

• Built for

  • Psychologist
  • Clinical Psychologist
  • Speech Pathologist
  • Occupational Therapist
  • Physiotherapist
  • Psychiatrist
  • Counsellor
  • Social Worker
  • Dietitian
  • Exercise Physiologist
  • Chiropractor
  • Osteopath
  • Podiatrist
  • Audiologist
  • Rehabilitation Counsellor
  • Neuropsychologist
  • Educational Psychologist

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 Progress / Insurance Report 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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• Client Session SummaryWarm, client-friendly summary of the session for the client's reference.
• Discharge SummaryDischarge summary closing out an episode of care. Captures presenting concerns, treatment delivered, outcomes and current functioning, risk status, recommendations, and follow-up arrangements with other providers. Written in the format GPs, referring clinicians, and external services expect when care is being handed back.
• 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.
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