Multi-Session Reports allow clinicians to combine insights and documentation from multiple sessions into one comprehensive report. This feature is available exclusively on the Professional Plan.
🧭 What It’s For
Use this feature when you need to:
Provide a summary report for a client over time
Compile case notes for insurance, GP letters, or specialist referrals
Merge your notes with additional clinical context
🖱️ How to Access Multi-Session Reports
You can find this feature via the top menu bar:
Menu > Reports Pro
✅ Step-by-Step Instructions
🧩 Step 1: Select Your Primary Session
Click "Select a session" from the dropdown menu.
If a session does not appear, it may not be marked as complete.
👉 Return to your Sessions area, mark it complete, and then return to this screen.
📝 Step 2: Add Clinical History & Additional Context
In this section, include any relevant information from previous sessions.
You may also add external or background context to provide a more complete summary.
This helps capture the full picture for referring professionals or external stakeholders.
You can also use the smart snippets feature in this field
⚙️ Step 3: Configure the Report and Generate
Enter the name of the recipient (optional).
Select a Report Template to apply structure and formatting.
Optionally choose a Prompt Template to guide how the AI constructs your report.
Click Generate Report when ready.
TIP: Click the View button to ensure the context of the report is as you require. This will open the prompt
✍️ Tips for Optimising Prompts Across Sessions
If your current prompt isn't capturing long-term changes well:
Open the Prompt Library or your saved prompt
Use the Feedback tool to request enhancements
Make sure the prompt includes reference to progress, time-based changes, or summary categories
🧪 Try This:
Search the Prompt Library for "Multi-Session Report" — this is a general-purpose template designed as a proof of concept to guide your setup.