Overview
Once all your sessions are complete, forms are submitted, and documents are uploaded and approved, you're ready to generate your report. The Report Wizard walks you through a multi-step process that takes about three minutes designed to confirm the diagnosis, the supporting data, and your report configuration for this patient.
The system then builds your first draft in the background using your template, your writing style, and all of the patient data you've collected.
Before You Start
Make sure the following are complete for your patient:
All sessions are closed (intake, data collection, feedback)
All forms are marked as submitted or resolved
All uploaded documents are reviewed and approved
You've verified your extracted data for accuracy
The system will notify you if anything is still outstanding.
Step by Step
1. Open the Report Tab
Navigate to your patient and click on the Report tab. Click the Report Wizard button to begin.
2. Indicate Your Diagnoses or Outcomes
Enter the diagnoses, rule-outs, or academic outcomes you're rendering for this patient. For clinical evaluations, this might be ADHD Inattentive, Generalized Anxiety Disorder, Rule Out SLD in Reading, etc. For school-based evaluations, you can enter academic outcomes and eligibility determinations.
Each time you add a diagnosis or outcome, the system goes back to the patient's data and pulls two things:
Supporting evidence from the scores, forms, session notes, and observations
Potentially divergent evidence that might not align with that diagnosis
This doesn't drive your clinical decision-making. You maintain full control. It's a quick check to make sure you have sufficient data to support your conclusions. You can override the system's findings at any point.
3. Review Cross-Diagnostic Patterns
After you've locked in your diagnoses, the system examines the full data set and identifies patterns and insights across your constellation of diagnoses. For example, if you've indicated both ADHD and GAD, it might surface data about how working memory performance intersects with anxiety indicators.
This step helps surface signals you might otherwise miss, especially across a complex diagnostic picture.
4. Select Recommendations
Choose from your recommendation bank or let the system generate recommendations.
You can pull from:
Individual recommendations you've saved
Recommendation banks (pre-built collections grouped by diagnosis or topic)
System-generated recommendations based on the diagnostic outcomes
5. Generate the Report
Click Generate Report. The system works in the background and takes anywhere from 5 to 15 minutes depending on the length and complexity of your template and the amount of data.
You can leave the screen. Go see a patient, grab a coffee, or work on another file. You'll receive a notification when the report is ready.
What Happens Next
When the report is ready, you'll land in the text editor with your full first draft. Every heading, subheading, table, and section matches the template extracted from your sample reports. The language, paragraph length, transition words, and writing style all reflect the rules configured during your onboarding.
From here, you will move to the editing phase.
Tips
Don't skip the divergent evidence. Even if you're confident in your diagnosis, glancing at what the system flagged as potentially inconsistent can catch blind spots.
The first report for a new service will need more editing. This is normal. The system learns from your edits, and the second, third, and fourth reports improve significantly.
You can adjust report depth per patient. If a particular case needs a brief report instead of your standard comprehensive one, you can change the output style in the Report Wizard for that individual patient without affecting your overall settings.