Session Lifecycle
The full journey from calendar booking to saved clinical note.
Schedule
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Start Session
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Notes & Recording
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End Session
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AI Summary
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Review & Save
Key Capabilities
What the caregiver can see and do before, during, and after each session.
During the Session
- β Access previous session summary and key themes before the session starts
- β View longitudinal signals (mood tracking, homework completion, self-reported scales)
- β Write structured notes with customisable templates (presenting concern, observations, plan, homework)
- β Attach a recording β per-patient and per-meeting override of the clinic default
- β Live transcription streams to a dedicated pane (optional); or transcription runs post-session on upload
- β Attach photos or files directly to the session record β sketched diagrams, worksheets, or externally received documents
After the Session
- β Click "Generate Summary" β AI produces a concise clinical summary from notes + transcript
- β Review, edit, and approve the summary before it is saved
- β Assign new homework and set automated follow-up (links to Communications module)
- β Session summary feeds the patient's longitudinal record
- β Notes and recordings stored encrypted; caregiver controls access
- β Score the session's emotional resonance β activation intensity, clinical efficacy, and therapeutic alliance β using the 3-axis resonance control
In-Session View
The session workspace β previous history on the left, live notes on the right.
app.sherpii.io/sessions/live
Sherpii
Mindful Clinic
β Dashboard
π₯ Patients
π
Calendar
π Sessions
π¬ Messages 2
π Reports
π§Ύ Billing
SB
Dr. Sara Ben-David
CBT Therapist
Recording & Transcription Settings
Flexible modes with a clear settings hierarchy and built-in patient consent controls.
Recording Modes
1. No recording
Notes only β no audio is captured. Suitable for caregivers who prefer to write by hand or type without a recording trail.
2. Post-session upload
Audio is recorded locally on the device and uploaded at session end. Transcription is generated server-side once the upload completes.
3. Live streaming
Audio is streamed in real time; the transcript appears in a dedicated pane alongside the note editor as the session progresses.
Settings Hierarchy
Clinic default
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Per-patient override
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Per-meeting override
Patient Consent
- β Recording begins only when consent is confirmed for the current patient
- β Consent status is visible at a glance on the patient card and in the session header
- β A consent prompt appears automatically on session start if consent has not yet been recorded
- β Recordings are stored encrypted at rest and in transit
- β Recordings are auto-deleted according to the clinic's configurable retention policy
Group Sessions
Run structured CBT groups with individual attendance tracking, per-person notes, and flexible billing β all from the same session workspace.
Group Management
- β Create named groups (e.g. "Anxiety Group A") with a fixed participant list of 2β12 patients
- β Group appears as a single event in the calendar; individual patient cards remain fully separate
- β Mark attendance per participant before or during the session β absent members are excluded from billing automatically
- β Each participant can have a different per-session rate (funding org, subsidy, or individual pricing)
- β Group session appears in every participant's session history on their individual patient card
- β Cancellation by one participant does not cancel the group; remaining attendees are billed normally
Notes, Summaries & Billing
- β Write shared group notes visible across all participants' records, or add private notes per individual
- β AI summary generated for the group session as a whole; editable before saving to each participant's record
- β Assign homework to the full group in one action, or to individual participants separately
- β Bill at group level (one invoice to payer) or per participant β configured when the group is created
- β HMO / funding org billing supported for group sessions with batch monthly invoicing
- β 3-axis resonance capture available per group session, stored in the therapist's private reflection journal
3-Axis Therapeutic Resonance
A single-gesture post-session input that captures the therapist's emotional experience across three clinical dimensions β activation intensity, clinical efficacy, and therapeutic alliance β without adding documentation fatigue.
Three Clinical Dimensions
Activation / Intensity
How charged or intense you felt during the session β from numb and under-stimulated at the low end to highly energised and racing at the high end.
Clinical Efficacy
How grounded and structured you felt β from overwhelmed and unmoored at the low end to clear, boundaried, and fully holding the space at the high end.
Alliance / Comfort
The quality of the therapeutic alliance β from friction-heavy and cold at the low end to deep empathic flow and strong rapport at the high end.
Long-Term Analytics
90-Day Drift Detection β Resonance scores are tracked privately across your full caseload. If Activation trends upward while Alliance trends down over 90 days, a private recommendation surfaces: consider clinical supervision or a lighter schedule.
Countertransference Spike β When a session's score deviates significantly from your running baseline with that patient (Euclidean distance across all three axes), it is flagged in your private reflection journal. Nothing is shared with supervisors or the clinic without your explicit consent.
Drag the node to score the session
Activation
0.22
Efficacy
0.42
Alliance
0.36
Session tone: Calm and measured β solid clinical structure β steady rapport.