Report Types
Four pre-built report templates cover the most common clinical documentation needs.
Progress Note
A concise summary of a single session β presenting concern, observations, interventions, plan, and homework. Auto-populated from session notes.
Session Summary
A richer narrative of themes, patient progress, and changes since the last session. AI-generated from notes and transcript with caregiver review.
Referral / Discharge Letter
Formal letter addressed to a referring physician or next-of-care. Includes history, treatment summary, and recommendations.
Assessment Report
Structured report incorporating standardised scale scores (PHQ-9, GAD-7, Beck), behavioural observations, and clinical formulation.
Screen: Generate Report
The report builder combines a structured form with a live preview panel so the clinician can review content before generating or sending.
app.sherpii.io/reports/generate
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
Report templates
π
Progress Note
Concise single-session summary
β¨
Session Summary
Richer narrative, AI-generated
βοΈ
Referral / Discharge Letter
Formal letter to next-of-care
π
Assessment Report
Scale scores + formulation
Patient
Amir Katz βΎ
Date range
01/05/2025
02/06/2025
Include sections
Session summaries
PHQ-9 / GAD-7 trend
Homework completion
Caregiver recommendations
Send to
+ Add recipient
β
Dr. E. Cohen (GP)
e.cohen@clinic.com
β
Ruth Katz (Mother)
ruth.katz@email.com
Message to recipients (optional)
Please find attached the progress report for the period below.
Preview
Draft
Sherpii Clinic β Progress Note
Patient: Amir Katz Β· Period: 2025-05-01 β 2025-06-02
Progress overview
Patient has shown consistent improvement, with regular engagement in homework throughout the period.
Key themes
Cognitive restructuring of work-related negative automatic thoughts; behavioural activation; gradual improvement in sleep quality.
Standardised scores
Homework completion
80% across the period.
Recommendations
Continue weekly CBT sessions. Consider introducing a relapse-prevention module.
Confidential β Sherpii
Delivery Options
Reports can be downloaded locally or sent directly to recipients from within the platform.
Download as PDF
Report is rendered to a print-ready PDF. Caregiver downloads and can print or email manually. Watermarked "Confidential β Sherpii".
Send via Email
System emails the PDF directly to selected recipients from the patient's contact list. A delivery log is saved on the patient card. Caregiver receives a read receipt if the recipient's email client supports it.
Use Case: Generating a Referral Letter
Generating a Referral Letter
Clinician Β· Reports Module
- Open patient card β Reports tab β New Report.
- Select "Referral / Discharge Letter" and date range.
- Toggle sections on.
- Select referring physician from patient contacts.
- Add an optional personal note.
- Click Generate PDF to review, then Send via Email.