SUBSCRIPTION REQUIRED: AI Case Summaries is a feature included with the Ensai Session Assistant add-on.
To subscribe to Ensai Session Assistant, see: Manage Your Subscription Plan & Add-Ons.
IMPORTANT: Providers assigned an Ensai Session Assistant license can immediately access AI Case Summaries. No additional provider consent step is required.
AI Case Summaries provide a consolidated view of key case information to help clinicians understand client progress without reviewing multiple documents individually. Signed assessments, treatment plans, and progress notes are summarized for each case.
Jump to Section:
Generate a Case Summary
- In Client details, click the blue Cases folder button.
- In the client's Case Notes section, click Case Info in the Actions column.
- In the case details screen, click Generate Case Summary.
NOTE: The Generate Case Summary button is available only when at least one signed document exists for the case, such as:
- Assessment
- Treatment Plan
- Progress Note
- After processing is complete, the case summary appears below the case details.
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The summary includes:
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Most recent progress note information
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Associated goals
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Diagnostic codes
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AI-generated case summary
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Interactive Walk-Through: AI Case Summaries
Explore AI Case Summaries with our interactive tutorial.
NOTE: If the interactive content does not load in your browser, access it using the link below.
Ensai Session Assistant: AI Case Summaries