Generate detailed reports of your clinical activities in different formats

What you can do

• Sign in and land on Overview
  • See upcoming and recent scheduled sessions with date and time.
  • See a Documentation queue of completed sessions that still need a case note or a reflection.
  • Use the global Placement selector to scope Overview stats and lists to a specific placement.
  • View quick Progress and Statistics snapshots for the selected placement.
• Manage Clients
  • List all clients; Add new clients; Edit or Delete existing ones.
  • Fields include alias, age range, gender, date of intake, presenting issue, referral source, client background, memory cues, and placement.
  • If you don’t choose a placement on add, your current active placement is used.
• Manage Sessions
  • List all sessions; open a session to view or edit details.
  • Schedule new sessions from the Sessions tab or directly from a client row.
  • Update status (e.g., Scheduled → Completed), reschedule date/time, and capture documentation:
    • Case Note and Session reflection
    • Type (Intervention, Assessment, Intake, Workshop), duration, supervisor (optional), venue
    • Confidence rating, case complexity, learning focus, include-in-supervision flag
    • Optional short plan/note for scheduled sessions
• Supervision
  • Record supervision sessions with date, type (individual/group/mixed), durations (total/individual/group), session #, and notes:
    • Discussion theme, case summary, and process comments
  • View recent supervision entries within a date window and placement scope.
• Other Activities
  • Batch entry tool to add multiple supplemental activities in one go.
  • Each row supports: date, duration (minutes or H:MM), type/category (Assessment, Intervention, Supervision, Professional Development, Report/Admin, Intake, Workshop), optional alias, and description.
  • Review recent entries, refresh by date, and edit or delete saved rows.
• Reports
  • Clinical Logbook (HTML): a printable daily log with documentation and weekly reflection sections.
  • Summary Report (text): concise totals and breakdowns across sessions, supervision, and recent activity.
  • Data Export (CSV): raw client and session data for analysis in spreadsheets.
  • Supervision Report (HTML): formatted, printable supervision records (two per page).
  • Reports honor the selected placement and include persisted supplemental activities where applicable.
• ROM (Routine Outcome Measures) - still coming
  • Add ROM scores for a client and retrieve available ROM tools.
  • Fetch a client’s ROM score history.
• User Preferences - stil coming
  • Store defaults (e.g., preferred placement and supervisor) to streamline data entry.
• Security and Access
  • JWT-based authentication with session-aware UI.
  • CORS and preflight handling for browser clients.
  • Logout from the top navigation.

How data is linked

• Clients belong to a placement (placement_id).
• Sessions belong to a client; stats and progress for a placement are computed by joining sessions through the client’s placement.
• Supervision sessions are linked directly to a placement.

Typical daily workflow

1. Check Overview to see upcoming sessions and items awaiting documentation.
2. Mark completed sessions and add note summaries/reflections.
3. Schedule new sessions from the client list or Sessions tab.
4. Review Progress/Statistics for the current placement.
5. Log supplemental activities (Other Activities tab) and supervision as needed.
6. Generate reports for your logs, summaries, data extracts, or supervision records.