Generate detailed reports of your clinical activities in different formats

InsightTrack helps you manage placements, clients, clinical sessions, additional training entries, documentation, and reports in one place.

Select a placement from the top navigation first. The selected placement controls the information shown across Overview, Additional Entries, reports, and training progress.

What you can do

• ROM (Routine Outcome Measures)
  • Add ROM scores for a client and retrieve available ROM tools.
  • Fetch a client's ROM score history.
  Learn more about PCOMS/ROM

  The Partners for Change Outcome Management System (PCOMS)

  Integrated into InsightTrack, PCOMS utilizes two brief, four-item scales to transform therapy from guesswork into an evidence-based, data-driven partnership.

  ORS — Outcome Rating Scale

  Administered at the BEGINNING of each session. Measures well-being across four dimensions:

  • Individual: Personal well-being
  • Interpersonal: Family and close relationships
  • Social: Work, school, and friendships
  • Overall: General sense of well-being

  Early Warning System: Tracks progress trajectory and alerts if a client is not improving.

  SRS — Session Rating Scale

  Administered at the END of each session. Measures the therapeutic relationship across four elements:

  • Relationship: Heard, understood, and respected?
  • Goals & Topics: Addressed what the client wanted to work on?
  • Approach/Method: Felt like a good fit?
  • Overall: Was the session right for the client?

  Culture of Feedback: Invites constructive criticism to adjust approach immediately.

  How the Combination Improves Outcomes

  Decrease Dropout

  Identifying a drop in SRS often precedes quitting therapy.

  Reduce Failure

  Real-time feedback rescues "at-risk" cases.

  Boost Effectiveness

  Higher effect sizes and more clients reach recovery.

  Advancing Toward Clinical Excellence

  Beyond individual client care, the ORS/SRS combination provides the hard data necessary for Deliberate Practice. InsightTrack aggregates this data to help you:

  • Identify your clinical baseline
  • Pinpoint specific "problematic patterns" or blind spots
  • Set individualized learning objectives
  • Work with a coach to achieve superior therapeutic results

  Scott Miller's Better Results

  Recommended PCOMS Workflow

  First Session

  Initial Assessment:

  • ORS — Client well-being baseline
  • SRS — Initial alliance rating
  • Additional Measures (optional):
    BDI, BAI, PHQ-9, GAD-7, etc.

  Additional measures serve as symptom tracking at beginning, mid, and end of therapy.

  Every Session

  ORS & SRS are administered every session:

  • ORS — At beginning of session
  • SRS — At end of session

  Pro Tip

  Use laminated paper versions for clients to mark with a whiteboard marker while digital client-facing administration is being developed.

  Clinician Prediction

  Therapist SRS:

  • Clinician rates their own prediction for each of the 4 SRS domains
  • Compare with client's actual SRS to identify "surprises"
  • Discuss discrepancies with client to strengthen the alliance

  Enter in case note by clicking the "Therapist SRS" checkbox.

  Quick Workflow Summary:

  1. ORS — Client completes at session start (paper version → clinician adds via Add Measure)
  2. Conduct session as usual
  3. Clinician prediction — Rate your own SRS predictions (4 domains) and note them
  4. Client SRS — Client completes at session end (paper version → clinician adds via Add Measure)
  5. Compare — Check for discrepancies between your prediction and client's rating
  6. Discuss — If there's a "surprise," explore it with the client
  7. Document — Enter your predictions in the case note using the Therapist SRS checkbox

  Remember: Additional measures (BDI, BAI, PHQ-9, GAD-7) can be used at beginning, mid, and end of therapy for broader symptom tracking.
• 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, date of birth, gender identity, sexual orientation, pronouns, 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.
  • Open a client to review their timeline, background, session history, and outcome-measure history.
  • Create and save discharge documentation, and generate a therapy summary when AI features are enabled for the account.
• Manage Sessions
  • List all sessions; open a session to view or edit details.
  • Schedule new sessions from Add Session 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.
• Additional Entries
  • Use Add activity, Add supervision, or Add daily reflection to open the appropriate modal form.
  • The activity modal supports batch entry, allowing several activities to be submitted together.
  • Activities record date and time, duration, category, optional alias, and description. Categories include Assessment, Intervention, Professional Development, and Report/Admin.
  • Supervision entries include supervisor, date and time, individual/group/mixed type, individual and group minutes, session number, discussion theme, case summary, and process reflection.
  • Daily reflections are optional notes stored against a placement and date and included in the Clinical Logbook.
  • Saved entries are grouped beneath each date. Use the buttons at the end of a row to edit or delete an entry.
  • Jump to date shows one specific day. Dates shown can display the recent 60 days, all dates, or a custom date range.
  • Filter by all entries, supervision, reflections, all activities, or a specific activity category.
• Reports
  • Clinical Logbook: view a comprehensive daily log with documentation, additional entries, reflections, and weekly summaries.
  • Summary Report: download a text overview with totals and progress tracking.
  • Data Export: download raw client and session data as CSV for spreadsheets or analysis.
  • Supervision Report: download formatted supervision records as a Word document.
  • Combined Hours: view totals across all placements.
  • Reports honor the selected placement and include persisted supplemental activities where applicable.
• Training setup
  • Open the gear menu to add or update placements, dates, institutions, required-hour targets, and placement notes.
  • Add, update, or remove supervisors and associate them with placements.
  • Store preferred placement and supervisor defaults to streamline data entry.
• Security and Access
  • Sign in to access your account and use Logout from the top navigation when finished.
  • Only data associated with your authenticated account is available in the app.

How data is linked

• Clients belong to a placement, and clinical sessions belong to a client.
• Activities, supervision sessions, and daily reflections belong directly to the selected placement.
• Overview totals, progress, Additional Entries, and most reports follow the placement selected in the top navigation.
• The Clinical Logbook combines client sessions with the relevant additional entries and reflections; the Additional Entries tab does not replace the full logbook.

Typical daily workflow

1. Check Overview to see upcoming sessions and items awaiting documentation.
2. Add or schedule a session, then update its status and documentation when completed.
3. Use Additional Entries to record activities, supervision, and an optional daily reflection.
4. Review entries by date, date range, or category and edit or delete rows when needed.
5. Review progress for the selected placement.
6. Generate the Clinical Logbook, summary, supervision report, data export, or combined-hours view as required.