Goals and progress
Keep goals tied to session progress.
Build clinician-owned goal plans, carry reviewed session information forward, and publish progress reports deliberately.
Communication goal plan
3 active goals · Review due 12 Sep
- Functional requestingReviewed across recent sessions72%
- Two-step instructionsEvidence recorded by clinician54%
- Social communicationNext review is scheduled38%
Build a clinician-owned plan.
Clinicians define the goals, written success criteria, recommendations, and who reviews the plan.
Carry reviewed session information forward.
Selected therapist-reviewed session information can support later goal and progress work. It never becomes an automatic conclusion.
- Operational WhatsApp
Send a bounded update
Where configured, lifecycle updates follow permitted session actions; recurring reminders are staff-reviewed and one-off reminders are deliberate.
No inbox, campaigns, or emergency channel - Therapist
Capture session feedback
Add typed feedback or supported audio, documents, and images where configured.
Typed feedback + supported files - AI assistance + clinician
Prepare and review the proposal
Where configured, AI may prepare an editable proposal from selected evidence; the clinician compares, changes, rejects, or confirms it.
AI prepares. Clinicians decide. - Authorized publication
Publish reviewed documents
An authorized user publishes a reviewed Assessment Report, Goal Plan, or Progress Report; sharing its PDF requires separate confirmation.
Sharing is never automatic
Keep treatment decisions with the clinician.
Where configured, AI may prepare content for review. It does not choose goals, treatment, diagnoses, scores, or clinical conclusions.
Review progress against the plan.
Record what changed and compare it with the clinician-owned plan. Progress stays tied to written criteria and supporting evidence.
- Record observed change
- Compare it with the written criteria
- Keep uncertainty and professional judgment visible
Publish deliberately.
An authorized clinic user previews and publishes only after clinical review.