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Client Summaries

Automatically generate client-facing appointment summaries that you can export and send off in a single click!

Updated this week

Send your clients' the key information from their appointment based off of your SOAP note! Client summaries can be sent right to your clients' email or printed out.

Step 1: Click Client Summary

Scroll to the bottom of a SOAP note, click the Client Summary section to expand it.

Step 2: Select Type

Select the Simple Client Summary type, we don't have the custom option yet.

  • Simple. Uses Scribenote's default template for your client summary.

  • Custom. [COMING SOON].

This is the AI at work generating the summary:

Step 3: Edit

Edit the Client Summary manually, apply the Writing Assistant formatting, or click Restart Client Summary to re-generate it.

Note: Re-generating the client summary will erase any edits you made!

Step 4: Send!

Send the client summary to your client by clicking Export Client Summary!

These are the different ways to send the note:

  1. Copy plain text

  2. Download PDF

  3. Email

This is an example of the exported email:

and this an example of the exported PDF:

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