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Report structures

Session notes for a therapy practice.

Slide Practice does not write clinical notes and is not a health record system. What it drafts for a therapy practice is an administrative summary in four sections: what we covered, progress, next steps and next focus.

This page exists to say no clearly rather than to sell something. A therapy practice searching for note taking software is usually looking for a clinical record, and Slide Practice is not one: it is not a medical device, not electronic health record software, and not a covered entity or business associate under HIPAA. What it can do is the administrative half of the work, and the line between the two is the whole of this page.

01The four sections

The four names this kind of work gets, and nothing to fill in.

  1. 01What we covered
  2. 02Progress
  3. 03Next steps
  4. 04Next focus

You are not choosing this from a gallery. You answer one question when you sign up and these four become the shape every comes back in. Any of them can be renamed, added to or removed, and your version is what you get from then on.

02A finished report

Not a blank table. The document, written out.

Invented example: an administrative summary for a private practice, no clinical content, no identifying detail.

What we covered
An intake conversation about scheduling, fees, cancellation terms and the practice's own record keeping policy. No clinical material was discussed in this part of the appointment and none is recorded here.
Progress
Administrative only: the intake form is complete, the fee agreement is signed, and the client has confirmed the preferred contact method and the two times of day that work.
Next steps
Send the practice policy document. Book the next four appointments. Confirm whether the client wants appointment reminders by email or by text.
Next focus
Review the appointment pattern after four weeks and check the fee agreement against the sliding scale band agreed at intake.

Every person, session and number above was written for this page. No real client is shown. The four section names are not samples: they are the sections the product fills in today.

03What clients ask for

Three things the reader of this report is actually looking for.

  • A clear statement of what is and is not stored, which a practice has to be able to answer for its own clients.
  • Something that does not duplicate the clinical record, because two records of one appointment is a governance problem.
  • A way to keep the administrative conversation out of the clinical file entirely.

04What goes wrong

Four mistakes, and each one costs a renewal rather than a mark.

  • Using a general tool as a clinical record. Keep a system built for clinical records and let this hold the administrative side.
  • Recording a session in which clinical material is discussed, which is not what this product is for and not what its terms permit.
  • Assuming a supplier is HIPAA covered because it holds health adjacent text. Slide Practice states plainly that it is not.
  • Letting an administrative summary reach a client's clinical file, where it becomes part of a record with a different retention rule.

05How it gets written

Five steps, and four of them take no time at all.

  1. 01Record the session

    Record on a phone, a laptop or the call software you already work on, with everybody in the session having agreed out loud first.

  2. 02Upload the recording

    Upload the file when the session ends, or paste a transcript if your call software already made one.

  3. 03Read the draft

    The draft comes back in about a minute, in the four sections: What we covered, Progress, Next steps, Next focus.

  4. 04Correct it

    Change anything that is wrong and add anything the recording missed. Nothing goes anywhere until you have done this.

  5. 05Send it

    It goes to the client under your own name and stays on their own page with every report before it.

06Where this came from

Two sources outside this company.

Nearby

Try it on one session

Bring one recording and read what comes back in these four sections. No account and no card, and the 7 day trial needs no card either.