Create session summaries and attach to client records
Create session summaries and attach to client records
Your coaching transcripts aren't linked to client records, so follow-ups lack context. Summaries are added to client records so coaches have session-ready context before the next outreach.
Overview
Stop losing client context between sessions—each new recording becomes a coach-ready summary attached to the client record. That gives program coordinators and coaches session-ready context within minutes for faster, more relevant follow-ups.