Keep everyone in the loop

Support summaries for family & friends

An optional extension to the client guide bundle. A plain-language summary your client can pass on to partners, family, and carers, so the people around them know how to support progress between sessions.

You review before publishing
In the client app
Optional in the session email
Quiet workspace after hours
Support summary For supporters
What we worked on

This week we worked on grounding skills for stressful moments. They built a short reset routine to use before difficult conversations.

Good stuff to know
  • Stress builds fastest at the end of a long day
  • A short pause helps them reset before talking things through
How you can help
Offer to practise the breathing exercise together
Use the same calming language when stress spikes
Give space before problem-solving
You review it first. Never sent to family by InterSession.
Client app Session email
One summary per session, written for anyone who supports them
  • Partner
  • Family
  • Friend
  • Carer
How it works

An optional extension to the client guide bundle

Support summaries have their own step, separate from the core client guide. You generate and edit one, then your client gets it with the session.

1

You write your case note

Finish your session note as usual, with your normal professional documentation.

2

A friendly summary is generated

One click turns your note into a plain-language summary. Edit or regenerate it until it reads right.

3

Your client gets it with the session

Clients on the app see it when you finish the session. You can also add it to the session email.

Practitioner reviewed

A summary you review before publishing

You get a clear, jargon-free version of the session to check before your client sees it.

  • Friendly language for partners, family, and carers
  • Edit or regenerate before you finish the session
  • Separate from case notes and clinical records
  • Never sent to family or friends by InterSession
Practitioner corridor between appointments
Support summary
You review it first. Never sent to family by InterSession.
Draft from session note
Support networks

Keep partners, family, and carers aligned

Clients do not have to re-explain the whole session every time someone asks how they are going.

  • Partners and spouses who reinforce progress at home
  • Parents and family who need practical support steps
  • Close friends and carers the client trusts
  • Clients who need time to process before explaining the session
  • Everyone supporting the client reads the same clear message
Soft evening light in a consulting room
Support summary For supporters
What we worked on

This week we worked on grounding skills for stressful moments. They built a short reset routine to use before difficult conversations.

How you can help
Offer to practise the breathing exercise together
Use the same calming language when stress spikes
Give space before problem-solving
You review it first. Never sent to family by InterSession.
Client app Session email
One summary per session, written for anyone who supports them
  • Partner
  • Family
  • Friend
  • Carer
Delivery

In the app, the session email, or a PDF

Your client reads it in the client app. You choose whether to add it to the session email or export a PDF.

  • Shows in the Support tab of the client app
  • Tick "Include support summary" to add it to the session email
  • Export a PDF from the support summary step
  • Your client decides who they show or forward it to
Practitioner desk while recalling session notes
Support summary Finish session
  • You review and edit In the support summary step
  • Published to the client app Support tab, when you finish the session
  • Include support summary Optional, in the session email
  • Export PDF Optional, from the support summary step
Draft from session note
FAQ

Common questions about support summaries

Short answers on delivery, privacy, and practitioner review.

Ready when you are

Make support outside session easier

Give clients a simpler way to keep partners, family, and carers aligned without having to explain everything themselves.

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Your Clients

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