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:
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Provide a summary report for a client over time
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Compile case notes for insurance, GP letters, or specialist referrals
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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
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Click "Select a session" from the dropdown menu.
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If a session does not appear, it may not be marked as complete.
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👉 Return to your Sessions area, mark it complete, and then return to this screen.
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📝 Step 2: Add Clinical History & Additional Context
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In this section, include any relevant information from previous sessions.
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You may also add external or background context to provide a more complete summary.
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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
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Enter the name of the recipient (optional).
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Select a Report Template to apply structure and formatting.
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Optionally choose a Prompt Template to guide how the AI constructs your report.
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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:
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Open the Prompt Library or your saved prompt
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Use the Feedback tool to request enhancements
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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.
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