goldenthread

Session Prep Brief

Get a concise, grounded brief before each session. See what changed since last time, what open loops need attention, and what client updates matter—all traceable to the record.

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What changed since last session

How it helps

Highlights changes and key events

See what changed since the last session at a glance. Client check-ins, measure shifts, homework updates, and new concerns are surfaced for quick review.

Session prep brief with changes

Open loops and follow-ups

Track homework assignments, follow-up items, and open questions from previous sessions. Nothing gets lost between sessions.

Open loops and homework tracking

Clinically relevant signals

Flags and signals that might need attention are highlighted. Risk indicators, significant measure changes, or concerning patterns are surfaced for your review.

Clinical flags and signals

Traceable links back to the record

Every item in the brief links back to source entries. Click through to see the full context, notes, or client inputs that generated the brief item.

Traceable brief items

Spend more time with clients — and less time on paperwork.

See how Golden Thread can transform your documentation workflow.