A report that starts from your record. And carries your signature.
Clara prepares a draft from the client's sessions and documents. You review each paragraph next to its source, complete it and download it ready to send.
From record to report, without a blank page
A referral or progress report sums up months of work. Clara gathers what you already wrote so your time goes into reviewing, not searching.
Shaped by its purpose
Choose what the report is for: follow-up and coordination, referral, continuity of care or a clinical request.
The period you need
The last 3, 6 or 12 months, or the whole therapy, written in Spanish, Catalan or English.
Every paragraph, with its source
See which session or document each paragraph of the draft comes from and read the original text alongside.
As PDF or editable DOCX
When you finalise it, the report carries your name, profession and registration number, and you download it in the format you need.
Choose, review and sign
- 01
Choose purpose and period
From the client's record, say what the report is for and which period it should cover.
- 02
Review the draft
Clara writes from completed sessions and the documents in the record. You edit the text and check each paragraph against its source.
- 03
Finalise and download
Add your professional details, finalise the version and download it. Earlier versions are kept.
A draft is not a report until you review it
The report carries your name and registration number. Clara gathers and orders what is already in the record; what goes in, how it is worded and who receives it is your decision.
Share only the information the report's purpose requires, and only with the right recipient. Expert-witness reports require a specific assessment and are not prepared in Clara.
- Only completed sessions and documents in the client's record
- Consent and billing documents are never used as sources
- The draft is reviewed against its sources before you finalise it
- Every version of the report is kept
What a good report rests on
Psychological history
What to record in each client's history in private practice.
Progress notes
Structure and example of a record that serves you later.
Treatment plans and progress notes
What each one documents and how they relate.
Clinical notes and continuity
How to keep the thread of the process between sessions.
GDPR for psychologists
A practical checklist for handling and sharing clinical data.
More from Clara
- AI clinical notesDrafts in your therapeutic approach
- Session transcriptionThe session, transcribed with consent
- Clinical historyCurrent after every session, with previous history
- Ask ClaraSearch and ask about each patient's history, with the sources cited.
- Informed consentSending, signing and records
- Calendar and remindersGoogle Calendar plus email and SMS reminders
- InvoicingInvoice every session from Clara
- Clinical software for psychologistsEverything Clara does
Frequently asked questions
Which reports can I prepare with Clara?
Clinical reports for follow-up and coordination, referral to another professional or service, continuity of care and responses to a clinical request. You choose the title.
What does the draft draw on?
Completed sessions in the chosen period (your notes, Clara's notes, summaries and transcripts) and the record's documents from that period, such as previous history. Consent and billing documents are not used.
Can I edit the report before sending it?
Yes. You edit the text, save drafts and review it against its sources before you finalise it. Then you download it as PDF or as an editable DOCX.
How is a psychological report usually structured?
It usually covers who the client and the professional are, the purpose and the recipient, the period and sources, the progress observed and conclusions, signed by the professional. Keep the content to what the reader needs.
Can I use it for expert-witness reports?
No. Clara prepares clinical reports from your therapy record. An expert-witness report rests on a specific assessment and follows a different process.
Reports that reflect your work.
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