CopyDenial appeal
A draft appeal written in the payer's language.
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Progress report
A referrer does not need six progress notes stapled together spiritually. Your Assistant turns the recent treatment period into a report that explains what has happened and what matters next.
Ask your Assistant
Progress report for a referrer from six sessions
Draft a progress report covering this client's last six sessions. Summarize symptoms and functioning, interventions, response, progress toward goals, risk changes, and the current plan, and cite the underlying sessions so I can verify the summary.
See it work
Upheal Assistant
Example
Progress report
Alex · Tue 2:00 PM · Session 14
Last 6 sessions: Alex has shown improved awareness of the anxiety-avoidance cycle and more frequent use of direct communication at work. Sleep remains inconsistent, and anticipatory anxiety continues before difficult conversations. Interventions have included cognitive restructuring, rehearsal, and values clarification. No new risk concerns are documented.
Fictional example · No real client data.
How it works
It reads the reporting period
Sessions, goals, interventions, progress, measures, and clinically relevant changes are gathered from the selected span.
It writes for the recipient
The report focuses on the information a referrer or collaborating professional needs.
You review before sharing
Confirm accuracy, authorization, and appropriate disclosure before the report leaves the practice.
Your most popular FAQs
Who is the Progress report for?
A referrer, collaborating provider, school or insurer who needs to know what has happened over a period of treatment and what matters next, without reading six progress notes.
What period does it cover?
Whatever you specify: the last six sessions, the last quarter, since the last report. It reads the notes and plan for that window.
Can I choose the format?
Tell it the recipient and any structure they expect, and review the draft before sending. It is a draft, not a released record.
Is it shared with the referrer automatically?
No. It stays with you until you review it and send it, with the client's consent for sharing in place.
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