Client Summaries in the Client Portal

We’re making client summaries easier to use by generating them automatically after a session and letting therapists review and approve before sharing. Summaries can then be sent securely through the Client Portal, so you no longer need to copy and paste into email while clients get consistent, helpful takeaways from their therapy.

Please authenticate to join the conversation.

Upvoters
Status

In Progress

Board

Client Portal

Date

About 1 month ago

Author

Upheal Moderator

Subscribe to post

Get notified by email when there are changes.