Formal letters and reports, drafted from the client record
Document Studio reads the Client Ark, completed sessions, and uploaded records, then drafts GP letters, treatment summaries, and third-party reports for you to review, edit, and finalise.
GP / Mental Health Treatment Plan Review Letter
LetterPurpose of letter
Current presentation and assessment
Treatment provided
Progress and treatment response
+ 2 more sections
From client record to finished PDF
Pick a template, choose the sources, and review the draft. You decide when it is final.
Choose a template
Pick from 30 built-in letters, reports, and forms, or one of your own. Search by name or filter by format.
Choose sources and detail
Select the Client Ark, completed sessions, and uploaded documents to draw on. Set the detail level and add the recipient, purpose, or extra context.
Generate the draft
Document Studio drafts to the template's sections. Letters open with a recipient block and salutation. Every document ends with your signature details.
Review, finalise, and export
Edit the title and wording. Set the status to Final when it is ready, then export a PDF.
30 templates for GPs, the NDIS, insurers, and more
Built-in templates cover clinical correspondence, handover, NDIS and government reports, workers compensation and insurer forms, and education, workplace, and legal requests.
- 9 letters, 9 reports, and 12 forms
- Episode of Care Summary for clinician-to-clinician handover
- Form content for WorkSafe Victoria, TAC, SIRA, WorkCover Queensland, ReturnToWorkSA, Comcare, and DVA
- Certificate of Attendance uses session dates only
Drafts from Client Ark, sessions, and uploaded records
You choose what the draft draws on. The Client Ark shapes the narrative. Completed session notes and uploaded documents support the facts.
- Select the Client Ark, individual sessions, and uploaded documents
- Concise, Balanced, or Detailed drafts
- Add the recipient, purpose, or extra context
- Instructed not to invent diagnoses, dates, treatment events, risk information, or recommendations
Standard depth for a formal clinical letter or report.
Ark
Sessions
Uploaded documents
Edit the draft, mark it final, export a PDF
Every document opens as an editable draft. Change the wording, set the status to Final when it is ready, and export a PDF with your signature details.
- Edit the title and content in the document editor
- Draft and Final status on every document
- Export a PDF or copy the Markdown
- Each document stores the source references it used
Background and presenting concerns
Referred by her GP under a Mental Health Treatment Plan for work-related anxiety, panic before leadership meetings, and sleep disruption following a promotion.
Treatment and interventions
Six sessions of CBT, including psychoeducation, thought records, and graded exposure to speaking in meetings.
Progress and current presentation
Reports fewer panic episodes and now attends weekly leadership meetings. Sleep remains variable.
This document stored 6 source references for provenance review.
Status
Add your own letter, report, or form
Create a document template from a description, an example you already use, or from scratch. You can review and edit every heading and prompt before saving.
- Describe the document and InterSession drafts the headings and prompts
- Upload an example: PDF, DOC, DOCX, or TXT up to 10 MB
- Build manually or duplicate a template you already use
- Set templates you do not use to Not active
How would you like to start?
Explore the rest of the InterSession toolkit.
Session transcription, practitioner outputs, and client follow-up work together in one workflow.
Session transcription
Accurate transcripts for therapy sessions. Audio is not stored.
Case notes
Customisable templates, session notes from your case note template, and MHTP tracking.
Client Ark
A living treatment synthesis from sessions and clinical records.
My Writing Voice
Optional Clinical and Client-Facing voices that shape phrasing and tone.
Quick transcription
Transcribe calls, meetings, and brief notes without a full session.
Email reply
Paste an email and get a thoughtful draft reply to edit.
Client guides
Summary, growth tasks, and personalised resources in one between-session guide.
Support summaries
Plain-language updates your client can pass on to partners, family, and carers.
Client app
One place for recaps, tasks, resources, mood check-ins, and reflections.
Common questions about Document Studio
Short answers on which documents it drafts, what it draws on, and how review and export work.
Ready when you are
Write the letter from the record
Draft GP letters, treatment summaries, and third-party reports from Client Ark and completed sessions, then review and export.