These appear in the report header — fields marked * are needed, everything else is optional.
Paste the month’s session summaries below, then press Sort My Notes — your original text is never changed.
Notes the sorter could not confidently classify. Review and move them into the appropriate section — they never reach the report automatically.
Checks the composed report as you edit. Click a finding to jump to the field that needs attention. This panel never prints.
Up to three short wins, one per line — auto-suggested from your progress notes until you edit them; exactly what is here prints.
One observation per line — rough clinical notes are fine; include measurable or functional improvements where possible.
One current treatment goal per line — gerund phrases read best (e.g. “improving…”, “building…”).
Record only actual changes made to treatment, one per line — or tick the box if nothing changed.
One planned priority for the next reporting month per line.
Pick up to three words that sum up the month; add optional notes about engagement, confidence or wellbeing.
Maximum 3 selections.
Record start and end of month values — leave a row blank to omit it; values with a yellow edge are sorter suggestions to check.
Choose the help needed at the start and end of the month — leave ‘Not assessed’ to omit a row; an aid (where shown) prints in brackets after the level.
GDPR-conscious: All information stays in your browser — nothing is uploaded.
Clear all report information and delete the saved draft?