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By Clara Team

How Clara supports clinical continuity between sessions

The short answer: before a recorded session, Clara can show the session number and previous-session date, an at-a-glance summary, your own notes, key people, and relevant timeline events. Recent context is prioritised, then connected history can add a wider view. This helps you recover the thread of the work, but it does not turn a generated summary or an earlier formulation into clinical truth.

This article describes Clara's specific workflow. For the broader clinical principles, start with the guide to documentation that supports continuity between sessions.

Three layers that need to remain distinct

Continuity becomes more useful when the source and status of each piece of context are clear. Clara brings three different layers into view.

1. Source records and notes written by you

This layer includes information with a recognisable origin: the session date and number, earlier session records, and the notes you wrote in your own words. Timeline items are not automatically verified simply because they appear in this view. If their origin is unclear, compare them with the available record and your own recollection before relying on them.

A stored fact can still need attention. A date may need more context, a relationship may have changed, and one of your notes may hold an open question rather than a conclusion. The important distinction is that you can recognise whether something comes from a particular record or from your own contribution.

2. Generated summaries and organised context

Clara can prepare a brief view of the previous session and organise extracted people or events so they are easier to consult before the next meeting. This material is generated synthesis. It may miss a nuance, attribute an idea incorrectly, or give too much weight to a secondary detail.

The at-a-glance summary is therefore an orientation aid, not evidence that something happened in exactly that way. The same care applies to generated context around people, places, and events. Fluent wording can still be incomplete or wrong.

3. Clinical formulation and judgment

The third layer remains yours. You decide what the material means, which working hypothesis still helps, what needs to stay uncertain, and what matters in the room today. A summary can remind you that a workplace conflict came up last time. It cannot decide how that material fits the formulation, the therapeutic relationship, or the person's current needs.

Continuity is not the repetition of an earlier reading. It is having enough context to listen again.

What may appear before the next session

When relevant information is available, the pre-session view can bring together:

  • Session number and previous-session date. These locate the meeting within the process and make an unusually long break easier to notice.
  • An at-a-glance summary. This offers a short generated synthesis of the previous session so recent threads are easier to recover.
  • Your previous-session notes. These remain separate from the generated summary, preserving the observations or reminders you chose to write.
  • Key people. People mentioned in the previous session are prioritised, while connected history can add other relevant relationships.
  • Timeline events. Recent or earlier life events can appear when they provide useful context for the current moment.

Not every section appears in every case. The view depends on the information available. It also does not set an agenda for the session. It is a preparation surface that can help you return to the case and then recede once the meeting begins.

A warm pre-session check

You can read the view through six practical questions:

  • Where are we: do the session number and date match the process I remember?
  • What is close: does the summary reflect the central thread of the previous meeting, or is an important nuance missing?
  • What did I write: are my own notes still clear and relevant today?
  • Who matters now: do the people shown help locate the current story, and does any relationship need updating?
  • What has happened around the work: is there a timeline event that changes the context for this meeting?
  • How am I arriving: am I using the information for orientation, or to confirm a conclusion?

The guide to preparing for a session with previous clinical records develops this kind of review while preserving room for surprise.

How connected history adds context

Clara first shows up to three people and up to three events from the previous session. It can then add longitudinal context, followed by other recent items that did not fit in those first groups. A relationship mentioned last week may therefore be prominent, while an important person from several months earlier remains available as wider context.

The person's history includes session records, a timeline, and contextual people and places. Available controls let you update labels or relationships for people and places, and edit timeline events. Not every piece of generated context has a direct editing control. If something does not represent the case, do not treat it as established fact; correct the records or fields that are available.

Connected history should not become a collection of permanent labels. Its role is to help you notice relationships across time while preserving the origin and uncertainty of the material.

Keeping an old formulation from becoming fixed

Clinical formulation is a working hypothesis. It may gather support, change shape, or stop fitting. To let longitudinal context move with the work:

  1. Compare generated synthesis with the source record and your own notes.
  2. Correct factual information and update the context around people or events when needed.
  3. Keep hypotheses written as hypotheses rather than permanent features of the person.
  4. Remove detail that no longer serves a clinical purpose or adds intimacy without supporting continuity.
  5. Allow the current meeting to reorganise what you thought you understood.

Generated synthesis can support memory across sessions, but it cannot replace clinical formulation. When appropriate, marking the session as reviewed records that you have completed your check.

Continuity also includes care for the data

Before recording a session, the clinician must inform the person and obtain appropriate consent. Data is encrypted in transit and at rest, contracted providers process only what is needed to deliver the service, and clinical data is not used to train models. The GDPR guide for psychologists offers a wider set of questions for handling clinical information responsibly.

Clara does not decide the story of the case for you. It brings available context closer so you can return to the meeting with the thread in reach and clinical judgment fully in your hands. Learn more on Clara for psychologists.

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