Standalone case conceptualization separate from treatment plan

Provide the ability to create a case conceptualization outside of the full treatment plan formulation that can pull from all sessions and take into account additionally added information: a box where information can be typed and all or any notable sessions selected to also summarize.

DETAIL: the case formulation should be generatable on its own, outside of the treatment plan, and updated on an as-needed basis with the ability to overwrite or keep prior formulations. It should pull from the full archive of session notes and/or transcripts or typed/dictated information and allow adding additional information. This would allow a case conceptualization to be completed for clients that have a history of sessions prior to utilization of upheal, and be a way for clinicians to utilize upheal as part of the personal process, rather than only the formal documentation.

This could also be a beneficial tab for the clinician and assistant to:

a) collaboratively identify additional areas warranting assessment, for instance

b) provide recommended modalities or interventions beyond formal documented treatment planning (more session-to-session or just overall long-term strategizing before doing the official collaborative treatment plan), or

c) support the drafting of case presentation and clinical questions so that the clinician can quickly have a summary to present for case consults or supervision.

The assistant may also be able to identify things going well and areas of improvement for the clinician, in which case this tab could be beneficial for this. It should be a "private/personal/process notes" thing, rather than a part of the formal record, which some EHRs have done.

Likely usage: most during initial sessions when assessment is the primary focus alongside rapport building, updated leading up to any formal collaborative treatment planning appointment that requires the official treatment plan document, and to prepare for case consults/supervision as needed — possibly usage 3x in the first month with subsequent 1x usage every 3-6 months for treatment planning and intermittent usage for case consultation/supervision.

Overall, the core need is to update this without updating the txplan, with the additional functionality described above as a bonus.