Smart client dossier with notes, case file and briefing
After a session you have no energy left for notes, and before the next one you can’t remember where you left off. In CognitEase, an assistant keeps the client’s dossier: after every recorded session, a draft clinical note in your format is waiting for you, you don’t maintain the case file by hand, and before the next session you get a short briefing. You stay fully in the conversation, and nothing goes into the dossier without your decision.
Try it freeFrom conversation to draft note, from confirmed note to the client’s case file
When notes get put off until “later”
- The session ended at 19:50, the next one starts at 20:00, and notes “later” turn into “never.”
- A client is back after a long break. You scroll through your messages to recall what was going on in May.
- The first session went to retelling what the client had already written to you in messages.
- You hold the picture of each of your fifteen clients in your head until it starts to blur.
Intake, a note after the session and a briefing before the next
Even before the first session, you know what brought the person in: the client fills out an intake, and you read a short summary in their own words plus the direction of their request. After the session, if you turned on recording, a draft clinical note is waiting for you: SOAP, DAP or your own set of sections. You edit any item, add your own and confirm. Only then does the client’s case file update, and you can see what changed.
Before the next session, instead of half an hour of reading through history, you have a briefing: where you left off, which themes keep coming up, which questions are open and what to watch for. After a long break, it reminds you how much time has passed. The client receives the homework you agreed on in the conversation along with reminders, and outcome scales before and after the session show the trend, including a decline the client won’t mention out loud.
The pre-session briefing: four blocks that replace half an hour of reading history
A note in the format you think in.
SOAP.
The four sections of the clinical standard: subjective, objective, assessment, plan. For those who learned to write notes this way and have no plans to relearn.
DAP.
Three sections instead of four: data, assessment, plan. The client’s words and your observations in one block, for when SOAP feels like too much.
Your own format.
A catalog of seventeen sections: risk and safety, triggers, beliefs, resources, interventions, client quotes and more. Pick up to six and put them in order. A CBT therapist will build “beliefs, triggers, interventions, plan”; a schema therapist, a completely different set.
What builds up in the dossier
Intake with a summary.
The client wrote three paragraphs, you read two sentences: “Came in with morning anxiety and conflicts at home. Has prior therapy experience.”
Case file based on the 5P model.
Presenting problem, precipitating, predisposing, perpetuating and protective factors, plan and progress. Updated only from confirmed notes.
A one-minute briefing before the session.
“Where you left off: boundaries at work. Open question: sleep on weekdays. Watch for: avoids the topic of father.”
Change history.
Every case file update is saved as a separate version: you can see what was added after the March session and what was reworded in May.
Homework from the conversation.
“We agreed you’ll keep a thought diary until our next session.” The assistant found this line in the conversation and suggested it as homework. You confirmed, and the client got a reminder.
Progress you can see.
Outcome scales before and after the session, a chart across six sessions. A decline shows up before the client mentions it.
Why AI writes a draft, not the dossier.
You always have the final say.
AI doesn’t decide what goes into the case file. It writes a draft based on what was said, with no interpretation beyond it. Until you confirm the analysis, the case file and briefing don’t take it into account. A confirmed analysis can’t be undone, so confirming it is your clinical decision.
A case file, not a log.
A session log is a list of events, while a case file is a case formulation: an understanding of what is happening with the person, how it came about and what to work with. It is built on the 5P model, with a treatment plan and progress added on top. AI doesn’t rewrite items without new data, merges similar ones and keeps sections from sprawling. Version history shows what changed and when, and you can edit any section yourself.
The format changes as you do.
You set the format once for all clients, and you can change it for an individual client before a session: SOAP with one client, your own set with another. Each analysis keeps the format it was written in, so changing the setting doesn’t rewrite the past. An empty section stays empty, with no guessing.
Less is recorded than you might think.
Video is never recorded. Audio is recorded only after you decide to start the session, and only for clients with transcription turned on. The audio is deleted right after transcription, and the transcript after analysis. What remains is only what it was all for: the analysis, the case file, the homework. You can turn off recording and analysis for an individual client.
Who it helps.
Those whose sessions run back to back, leaving no evening for documentation, and those who see many clients and don’t want to keep each one in their head. The dossier also shows the course of your work, which you would otherwise have to piece together from memory.
Questions about the dossier.
Does the AI make diagnoses?
No. It writes a draft based on what was said in the conversation, without diagnoses or interpretation beyond it. Clinical judgment stays with you, and every analysis page says so.
What if I don’t confirm the analysis?
It stays a draft. The case file and briefing don’t take it into account. You can confirm it at any time later.
Can I turn all this off for one client?
Yes, before a session: recording, analysis, format and homework are set per person and apply to all of their future sessions.
I work in my own modality, and SOAP doesn’t fit me.
Build your own format: up to six sections from a catalog of seventeen, in your order. It becomes your default format, and you can keep SOAP or DAP for individual clients.
What language is the analysis written in?
In your interface language, whatever language the session was in. The client fills out the intake in their language, and you read the summary in yours.
Does the client see their dossier?
No. Only you see the analysis, case file and briefing. The client sees the intake they filled out, questionnaires and homework.