Trends on the client record
Open any client’s record and scroll to the outcomes strip — a row of small charts, one per measure you’ve administered for that client. Each chart plots the score over time. PHQ-9 scores from intake, two weeks in, and four weeks in sit on the same line so the direction is visible at a glance. The same applies to GAD-7, PCL-5, and every other scored measure you use in session. The strip updates each time a new measure is completed — no manual entry, no copy-paste.Per-session capture: getting scores into your EHR
Every time you open a measure during a session, the completed result lands in your record by way of two mechanisms. Score in your session note. When you click “Copy for session notes” or “Download” on the completed measure, the output includes the score block — subscale labels, scores, severity bands, any cutoffs that fired. This pastes directly into your EHR free-text field or saves as a PDF you can attach. Your session-by-session record of the score lives where your record lives. Autofill into SOAP / DAP notes. If you open a SOAP or DAP note template later in the same session, the score block from a separately-administered measure earlier in the same session pulls into the right section. You don’t re-type the PHQ-9 score into the Objective section — it lands there as a pre-filled draft you edit before exporting. The result: a session note that includes the measure result is one tap away. For practitioners who carry the longitudinal chart in Jane, Owl, or a paper file, the score block pastes directly in.Practical patterns for your EHR
For practitioners who also want measures recorded in Jane or Owl, a few patterns from those already running this loop: Use a consistent label. When you paste the score block into your note, keep the label format identical across sessions (“PHQ-9 = 14, moderate”) so your eye picks up the change at a glance when scanning past notes. Pin the date. The “Copy for session notes” block includes the measure title and the session timestamp. Don’t strip the timestamp — that’s what lets you read the trajectory weeks later. Standardize the cadence. Intake. Every 2–4 sessions. Discharge. The trajectory is only legible if the measurements are at a steady rhythm. Attach PDFs for the audit trail. “Copy for session notes” gives you the structured text; “Download” gives you the verbatim form including every item the client answered. Some clinicians want the structured note text in the chart and the PDF attached to the visit record. Both are generated by the same click, so it’s a small extra step.Related articles
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