The Case Overview is a running summary of your patient — presenting concerns, treatment trajectory, working clinical picture. Confidant generates and updates it automatically as you finalize sessions, and it gives the AI context when writing future notes.

On the patient's page, in the Case overview card below the profile strip and above the session list. Once it's been generated, you'll see the first five lines of the summary, with More to read the rest, and the date it was last generated next to the Case overview heading (overviews written before Confidant started recording that date show none). Before the first finalized session, it says "Written after the first finalized note, then kept up to date as sessions are added."

The same card holds the patient's Treatment goals, which you write yourself. See Per-patient customization.

After you finalize a session note, Confidant uses that note (plus any prior finalized notes) to write or update the patient's case overview. This happens silently in the background.

You can also trigger it manually:

The button only appears once the patient has at least one finalized note. This regenerates the overview from scratch using all currently finalized session notes.

Two reasons:

The AI is instructed to capture:

It's not a session-by-session log — for that, scroll the session list. The overview is the bird's-eye view.

The overview on the patient's page is currently display-only — it's regenerated rather than directly edited. If something is wrong, the right path is:

Like everything else in Confidant, the case overview lives in your local encrypted database. It's not shared, synced, or backed up to anything we can read. Generation happens locally, on your device.