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 note summary 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:
    • Note summary 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
  • Structured Case Notes and Meta
    • Save structured notes using templates (e.g., Free Text, SOAP).
    • Fetch or update a session’s note and meta fields (confidence, complexity, agenda, reflection).
    • Download a formatted PDF of the saved case note.
• 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, update, and delete supervision entries; filter by a date window and placement.
• Supplemental Activities (Logs)
  • 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.
  • Upload a CSV of supplemental activities per placement; download a template and codebook.
• Daily Reflections (Manual, optional)
  • Record a brief daily reflection for a placement and date.
  • Reflections appear in the Clinical Logbook; you can list, update, or delete them.
• Reports
  • Clinical Logbook (HTML): a printable daily log with documentation and weekly reflection sections; also embeddable inline in the app.
  • Summary Report (text): concise totals and breakdowns across sessions, supervision, and recent activity.
  • Data Export (CSV): raw client, session, and supervision data for spreadsheets.
  • Supervision Report (HTML): formatted, printable supervision records (two per page).
  • Combined Hours (JSON/Text): totals across all placements and for a specific placement.
  • Reports honor the selected placement and include persisted supplemental activities where applicable.
• Placements and Supervisors
  • List and create placements; fetch a placement’s details (including supervisor).
  • List and create supervisors for quick selection in forms.
• ROM (Routine Outcome Measures)
  • Add ROM scores for a client and retrieve available ROM tools.
  • Fetch a client’s ROM score history.
• User Preferences
  • 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.
• Daily reflections are stored per placement and day and feed into the Logbook.

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. Add daily reflections to enrich weekly summaries.
7. Generate reports for your logs, summaries, exports, supervision records, or combined hours.