SessionGlance · Clinician Workflow
Editing Assessment & Feedback Reports (Windows & Mac)
This guide walks through what to do after SessionGlance finishes processing a recording: how to locate the correct report, edit the Assessment (96130 draft), edit the Client Feedback Report, remove review highlights, and finalize clean, client-ready documentation. Use the video below for a walkthrough, and download the PDF for a printable reference.
Step 1
Locate the Report You Need to Edit
- Log in to your SessionGlance account.
- Open the Reports Dashboard (or your main dashboard, depending on your layout).
- Find the report you want to work on and confirm its status:
- Incomplete — processing is complete and drafts are ready for clinician editing.
- Finalized — editing is complete; view/download only.
- Error — the system could not process the recording; contact support.
- Click the report labeled Incomplete to open it.
- If you do not see the expected report, refresh the page and re-check the list.
Tip: Incomplete reports are the ones that require action. You can typically ignore older Incomplete reports until you have time to review them.
Step 2
Review the Assessment Draft (96130) Before Editing
- Scroll through the full Assessment draft once without making changes.
- Use this first pass to understand the flow: what the draft is saying and where clinician edits are needed.
- Identify any highlighted or emphasized text that is marked for review.
- Note sections that are accurate (keep) versus sections that are too broad, incorrect, or not clinically appropriate (edit/remove).
The Assessment draft is designed to be clinician-edited. Confirm accuracy and revise language to match your clinical judgment and documentation standards.
Step 3
Edit Highlighted Content First
- Return to the top of the Assessment draft.
- Work through each highlighted or emphasized section in order so nothing is missed.
- For each highlighted area, decide whether it should be:
- Kept as-is
- Reworded for accuracy/clarity
- Removed if it does not apply
- Adjust wording to match your formulation, tone, and degree of certainty.
- Keep language consistent with what you are comfortable signing and billing.
Step 4
Confirm Diagnoses, Symptom Descriptions, and Summary Statements
- Confirm that diagnosis information is correct (code, label, and clinical fit).
- Review the symptom narrative for relevance, accuracy, and clinical appropriateness.
- Review summary/interpretive statements:
- Edit tone and certainty as needed (e.g., avoid overstatement).
- Remove any claims that are not supported by your data or session content.
- Ensure the statements align with your assessment measures and clinical impression.
- Re-check the top of the report for any client identifiers that must be correct (name, date, etc.).
Step 5
Remove Highlight Formatting Before Finalizing
After you finish content edits, remove highlight/background formatting so the report is clean and final. This prevents review markers from appearing in exported PDFs or client-facing documents.
- Windows: click in the text → Ctrl + A → remove highlight formatting.
- Mac: click in the text → Command (⌘) + A → remove highlight formatting.
Confirm no highlighted review markers remain before you finalize. If highlight persists, click into a highlighted area and remove it again.
Step 6
Save and Finalize the Assessment
- Click Save after major changes so nothing is lost.
- Do a final read-through from top to bottom (including headers and concluding sections).
- Confirm all highlights have been removed and formatting looks clean.
- Click Finalize only when the draft is complete, accurate, and ready to store/export.
Finalize is the “lock-in” step. Make sure you are comfortable with the final language before clicking it.
Step 7
Edit the Client Feedback Report
- Open the Client Feedback Report for the same session.
- Review the narrative summary for client-facing tone, clarity, and accuracy.
- Edit language so it reflects what you want the client to receive in writing.
- Remove any internal/clinical shorthand that does not belong in a client document.
This report is client-facing. Remove or revise anything you would not want shared directly with the client.
Step 8
Review and Curate Reflection Questions
- Review each reflection/follow-up question for relevance to the session.
- Remove questions that are not a fit for the client, redundant, or overly broad.
- Reword questions if needed to match your style and the client’s language level.
- Keep questions that extend the session work and support between-session reflection.
Step 9
Remove Highlights, Save, and Finalize the Feedback Report
- Select all text and remove highlight/background formatting:
- Windows: Ctrl + A
- Mac: Command (⌘) + A
- Click Save.
- Do a quick scan to confirm the report reads cleanly and is client-ready.
- Click Finalize when the report is complete and clean (no highlights).
Step 10
Download or Share Finalized Reports
- After finalization, download reports as available (often PDF).
- Use your standard workflow to store or share (EHR upload, secure messaging, internal records).
- If your EHR requires specific formatting, confirm the export looks correct before uploading.
If You See an Error Report
- Open the report labeled Error.
- Click Contact Support.
- Include what you were doing, what you expected, what happened, and any visible message.
- If possible, attach screenshots of the error status and the report page.
