Getting Started

From the sidebar, go to Students (labeled "Clients" on non-school accounts) and click + Add Client. You'll need a first name, last initial, and birth month/year — everything else (diagnosis, parent/caregiver email, grade, school) is optional and can be filled in later from the client's profile.

After creating a client, click "Send intake & consent forms" to open the intake questionnaire pre-filled for that client — fill it in yourself during a call or visit, or use Print/Copy to send it to the family however you normally would (there's no automatic email yet). Or click "Skip for now" and do it later. Either is fine — nothing else depends on this step.

Open the IEP & Goals tab on the client's profile. Add a goal manually, or paste in a list of goals you already have written out (from an IEP, eval report, or plan of care) to add several at once.

You're ready to go. Click Live Session (or Start Session from their profile) for real-time transcription and dB monitoring — a SOAP note generates from that session afterward. Or head to the Documents tab to generate a progress report or IEP report from their session and goal history.