The Session Recap field

Every generated note includes a Session Recap — a chronological bulleted list of what happened in the session. It's separate from the formal SOAP/DAP note and serves a specific purpose.

What it's for

Pre-session re-orientation. Before you walk into your next session with a patient, you can scan the recap from last time in 15 seconds and remember:

What the patient came in with
What you talked about
What you tried (interventions)
How they responded
What was planned

It's the "where were we?" you'd otherwise scroll through a full transcript or note to reconstruct.

What it's not for

Not for legal/compliance documentation. That's what the rest of the note is for.
Not a transcript summary. It's curated for clinical re-orientation, not comprehensive coverage.

The recap is included when you copy or export the note (under a SESSION RECAP: heading at the bottom). If your EHR doesn't want it, delete that section after pasting — or strip it during your normal copy-edit pass.

Format

Bulleted list, chronological order. Each bullet is one short line covering a discrete moment, topic, or observation. Looks something like:

Client arrived 5 min late, mentioned scheduling stress
Discussed work conflict with manager — escalated this week
Therapist used Socratic questioning around the "I always fail" pattern
Client identified two counter-evidence examples
Brief check-in on sleep — 5–6 hrs/night, no improvement
Plan: continue thought records, schedule check-in with PCP about sleep

Where it lives in the UI

In the note editor, scroll to the bottom of the editable sections — Recap appears below Plan. While the note is in draft form, the recap is editable as plain text. Once finalized, it renders as a bullet list for fast scanning (per a recent fix that improved how it's displayed after locking).

Editing the recap

Same as any other note section — click in, type. Edits autosave. Add bullets, remove bullets, rewrite — whatever helps future-you reorient fastest.

If you want bullets to render properly when finalized, keep them on separate lines starting with - (dash space).

What about the "Last session recap" panel?

When you start a new session for a patient who has a finalized note from a previous session, the session panel shows the previous session's recap at the top. That's the same field — just surfaced where it's most useful.