Client Document Template:
Easily produce a document that provides a simple, general summary of a client or patient’s therapy session recorded with NovoNote, to be given to the client or patient after their session.
The Client Session Summary and Homework Activities template also provides a list of agreed homework activities to complete prior to the client or patient’s appointment.
Template Structure
Example Output
Template Structure
Hi Client’s Name,
Thanks for speaking with me today.
Session Summary
Provide a clear and concise summary of the main issues discussed by the clinician and the client in today’s session. Highlight key topics, any insights the client gained, and any emotions or themes that stood out.
Activities For You To Do
- List all the tasks, exercises, or reflections that the therapist has suggested and that the client has agreed to do before the next session.
- Be specific, and write them in a friendly, encouraging tone.
- These might include evidence-based self-help strategies, self-care activities, tasks that need to be completed (such as obtaining a new referral, visiting a different specialist), or anything else discussed.
Example Output
Hi Liam,
Thanks for speaking with me today.
Session Summary
Today we explored your recent anxiety symptoms related to upcoming work presentations and your concerns about being judged by colleagues. We discussed how these worries have been affecting your sleep and causing you to avoid social events. You recognised that your thoughts about being “completely unprepared” and “everyone thinking I’m incompetent” might be exaggerated, and we identified some patterns from your past experiences that might be contributing to these fears. We also talked about how your breathing exercises have been helpful but not quite enough when your anxiety peaks right before speaking.
Activities For You To Do
Clinical Psychologist
- Complete the Thought Record worksheet for at least two anxiety-provoking situations this week, focusing on identifying the automatic thoughts and finding more balanced perspectives.
- Practice the 5-minute Progressive Muscle Relaxation audio I’ve emailed you once each day, preferably before your morning commute.
- Draft bullet points for your upcoming presentation and review them with your supportive colleague Jamie before our next session.
- Try the “5-4-3-2-1” grounding technique when you notice your anxiety building, and make a quick note of how effective it was.
- Attend at least one team lunch this week, staying for a minimum of 20 minutes as we discussed.
Clinical Psychologist
- Template Type
- Client Document
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NovoNote is amazing! I love how much easier it makes my workflow. It’s so simple to use. I can focus more on my patients and less on paperwork. I absolutely love it!
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I decided to give NovoNote a try yesterday, and I must say WOW! For the first time in a long time, I ended my day feeling on top of my work and far less scattered. It’s truly a game-changer.
I am loving NovoNote. It is truly amazing to be able to fully focus on the client without fear of missing things due to having to write notes. Of all the subscriptions we have to have as psychs this one is the most treasured I pay for. Thanks.
I use NovoNote for clinical supervision, and have been blown away by its functionality. I send session summaries to my supervisees, which is really helpful for further reflection.
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Not only is NovoNote saving me time in creating reports and clinical notes, but they are of such high quality I have started using them clinically in ways that are really impactful for clients and adding value.
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