InsightTrack Client Management

Scheduled Sessions

Documentation

Progress Tracking

Select a placement to view progress.

Statistics

Select a placement to view stats.

Client List

Alias	Date of Intake	Presenting Issue	Referral Source	Memory Cues	Actions

Add New Client

Alias

Age Range

Gender

Date of Intake

Presenting Issue

Referral Source

Client Background

Memory Cues

Placement

Defaults to your current placement if left unchanged.

Sessions

Session Date	Type	Duration (min)	Venue	Plan/Notes	Client (Alias)	Actions

Add New Session

Client

Select a client by Alias; the correct client_id will be used automatically.

Session Date & Time

Session Type

Duration (minutes)

Confidence (1–10)

Current: 5/10

Case Complexity

Learning Focus

Supervisor (optional)

Venue (optional)

Case Note (for summary/themes/flags)

Reflection (to auto-extract tags)

Include in Supervision

Clinical Reports

Generate detailed reports of your clinical activities in different formats

Clinical Logbook

Comprehensive daily log with reflections and weekly summaries

HTML Format

Summary Report

Condensed text-based overview with totals and progress tracking

Text Format

Data Export

Raw client and session data for analysis in Excel or other tools

CSV Format

Supervision Report

List of supervision sessions with totals and notes

HTML Format

Supplemental Activities (Batch Entry)

Placement: —

Use this form to add multiple supplemental activities at once. Duration can be minutes (e.g., 60) or H:MM (e.g., 1:30).

Date	Duration	Type	Alias (optional)	Description

Existing Entries (last 30 days)

Date	Duration	Cat	Alias	Description	Actions
No data

Supervision

Date

Supervisor

Session # (optional)

Type

Duration (Individual, min)

Duration (Group, min)

Duration (Total, min)

Discussion Theme

Case Summary

Process Comments

Recent Supervision (last 30 days)

Date	Type	Ind (min)	Grp (min)	Total	Theme
No data

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