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AI Notes for Therapists

How to Summarize Progress Reviews

Therapists conduct progress reviews to assess the effectiveness of treatment plans and adjust them as needed. Detailed notes are crucial in tracking patient development over time and ensuring continuity of care. Good documentation helps therapists identify patterns, measure outcomes, and make informed decisions about future sessions. Structured AI-generated notes can save time and improve the quality of care provided.

But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.

Key points to include in meeting notes for therapists

  • Meeting participants: Who were the participants involved in the progress review meeting?
  • Goals discussed: What were the specific goals or objectives reviewed during this meeting?
  • Progress evaluation: How was the progress towards these goals evaluated or measured?
  • Challenges identified: What challenges or obstacles were identified that may impact progress?
  • Solutions proposed: Were any solutions or strategies proposed to address these challenges?
  • Participant feedback: Did any participants provide feedback on their experiences or concerns during the review?
  • Action items outlined: What action items were agreed upon by the end of the meeting, and who is responsible for them?
  • Timeline adjustments: Were there any changes made to timelines or deadlines based on current progress assessments?
  • Resources required: Was there a discussion about additional resources needed to achieve the desired outcomes?
  • Next steps planned: What are the next steps planned following this progress review meeting?

How to automate

But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.

Here's how:

  1. If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
  2. Navigate to Settings > Meeting Templates and tap the + button.
  3. Copy/paste one of our templates and/or customize your own. Tap Save.LazyNotes templates
  4. Start your first recording and choose your new template any time during the call.LazyNotes templates
  5. Enjoy customized notes emailed right to your mailbox!