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Session with Sarah M. — March 15, 2024
Your Private Notes

Client showed significant progress in managing anxiety triggers

Discussed workplace stress — consider CBT techniques next session

Follow up on sleep patterns improvement

Notes for Sarah

Great work on breathing exercises — keep practicing daily

Recommended: "The Anxiety Toolkit" Ch. 3

Homework: Journal 3 positive moments each day

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You didn't become a practitioner to type while people talk.

Sessions are where real change happens — but they're also where your notes, documentation, and follow-ups begin. Trying to listen deeply while worrying about what you'll write later splits your attention and drains your energy.

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1

Record your session

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2

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3

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Good Morning, Sarah

Monday, January 20, 2025

Total Clients

24

Total Sessions

156

Upcoming

8

Today's Schedule

09:00
DC
David Cohen
11:00
RL
Rachel Levi
14:30
MB
Michael Ben

Next Session

DC

David Cohen

Weekly check-in

09:00 AM • In 45 minutes

Your day at a glance

See upcoming sessions and recent notes without digging through files.

DC

David Cohen

Session in 30 minutes
AI Prep

Quick Recap

Based on 3 recent sessions

David has been making steady progress with anxiety management. Last session focused on work presentations. He successfully used breathing techniques and reported feeling more confident. Consider exploring social anxiety next.

Progress

Anxiety triggers identified
4-7-8 breathing mastered
Work confidence improving

Follow Up

Sleep quality concerns
Social situations
Journal review
Last session: Jan 13 — "Felt more confident during team meeting"

Walk in prepared

AI-generated summaries of recent sessions help you pick up right where you left off.

AI Session Notes

Automatically generated insights

Session Summary

David reported significant improvement in managing work-related anxiety. Successfully applied breathing techniques during a presentation. Discussed expanding coping strategies to social situations.

Key Themes

Anxiety management progress
Work-life balance improvements
Building confidence in social settings

Action Items

Practice 4-7-8 breathing daily
Journal anxiety triggers this week
Try one social activity before next session

My Notes

Consider introducing progressive muscle relaxation next session. David responds well to structured exercises. Follow up on sleep patterns.

Clear, structured notes

Key themes, decisions, and follow-ups — ready when you are.

DC

David Cohen

Client since October 2024

Contact Information

david.cohen@email.com
+972 54-123-4567

My Notes

Prefers morning sessions. Works in tech industry. Focus areas: anxiety management, work-life balance. Shows consistent progress.

Sessions

12 total
Jan 20, 202509:00
Recorded
Jan 13, 202509:00
Recorded
Jan 6, 202509:00
Recorded
Dec 30, 202410:00
Recorded
Dec 23, 202409:00

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