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:
Copy plain text
Download PDF
Email
This is an example of the exported email:
and this an example of the exported PDF:
