New Narrative summary report and using the Narrative Summary option in the Appointments Report

Reviewing narrative summaries used to mean opening each session note one at a time. The new Narrative Summary checkbox lets you pull them together in one place, and you can also add a Narrative Summary column to the Appointments report.

Adding the Column to the Appointments Report

• Go to Reports --> Scheduling --> Appointments.

• Check Include Narrative Summary to add the column; leave it unchecked to keep the report as it was.

Picture 1: Appointments report including narrative summary

Running the Narrative Summary Report

• Go to Reports --> Audit Tools --> Narrative Summary.

• Set the filters — From Date and To Date are required; Client Name and Appointment Type (multi-select) are optional.

• Generate the report. You can view if the summary was modified after being generated or not

Picture 2: New Narrative Summary report.

Notes:

• Access is controlled by a permission under User Roles --> Reports --> Narrative Summary that your admin needs to enable, and it respects View Team Clients Reports Only — when that's enabled, results and filters include only your assigned clients.

• Which notes have a narrative summary: Detailed SOAP and Detailed BCBA always do; default SOAP also does when the Generative AI feature is enabled; custom note types may be blank if the admin didn't make it mandatory.

• Narrative summaries are now generated with upgraded AI models for improved quality.