The Session Prep Sidebar gives you a quick snapshot of your next client before you walk into a session — so you don't have to dig through a long last-session note or rely on memory between back-to-back appointments.
What's included
The sidebar combines AI-generated prep content with existing client information in one place.
AI-generated:
- A last-session snapshot — what you discussed and any homework assigned
- A longitudinal summary of your client's progress over time
Surfaced from your existing client record (not AI-generated):
- Completed assessments and PROMs
- Treatment goals
- Billing details
- Unconfirmed or upcoming sessions
Where to find it
- Calendar — click See client summary on a session
- Home — click the underlined client name
- Messages — click the underlined client name
- Telehealth — the panel expands automatically when you enter the session
Frequently asked questions
Your own existing session notes (and, for some providers, transcript-derived notes). The tool doesn't pull in outside information or anything you haven't documented. We worked directly with our clinical team to identify the most useful content to help you prep for your sessions efficiently.
No. It's a prep aid only — not a diagnosis, treatment plan, or clinical advice. Your clinical judgment is key; you're always the reviewer. Always verify against the actual note and client record before making any care decision.
No. It's a provider-facing prep view. It's not shown to clients and is not part of the official client record.
Yes. It's managed in line with Headway's data-privacy frameworks, including HIPAA. Learn more about HIPAA compliance and PHI.
You can dismiss the panel any time — it won't stay open if you close it. If you'd prefer not to use it at all, contact Support and we'll remove it from your account.
Please tell us. Click Leave feedback under the client summary or last-session snapshot, or contact Support. This directly shapes the product.