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.
đ§ What Itâs 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
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đ±ïž How to Access Multi-Session Reports
You can find this feature via the top menu bar:
Menu > Reports Pro
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â Step-by-Step Instructions
𧩠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.
đ Return to your Sessions area, mark it complete, and then return to this screen.
đ 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
âïž 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
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âïž 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
đ§Ș Try This:
Search the Prompt Library for "Multi-Session Report" â this is a general-purpose template designed as a proof of concept to guide your setup.