Visit Summaries
Visit Summaries give you access to notes and documentation from your sessions with providers.
Viewing visit summaries
Section titled “Viewing visit summaries”- Click Visit Summaries in the sidebar
- Your session summaries are listed with the most recent first
- Each summary shows the provider name, date, and session type
What’s included
Section titled “What’s included”A visit summary may contain:
- Session date and time — when the session took place
- Provider name — who conducted the session
- Session type — initial, follow-up, discharge, or crisis
- Session notes — your provider’s observations and recommendations
- Action items — next steps or recommendations from the session
Session types
Section titled “Session types”| Type | Description |
|---|---|
| Initial | Your first session with a provider |
| Follow-up | Ongoing regular sessions |
| Discharge | Final session or closing of care |
| Crisis | Emergency or urgent intervention |
Using your visit summaries
Section titled “Using your visit summaries”Visit summaries are valuable for:
- Continuity of care — review past sessions before your next appointment
- Tracking progress — see how your care has evolved over time
- Personal records — maintain a history of your wellness journey
- Insurance — some summaries can support insurance claims or reimbursement
Privacy
Section titled “Privacy”Visit summaries are shared between you and your provider. Only providers on your care team can create and view summaries for your sessions.