Add historical/additional client context

Add useful background to a client’s record—especially notes from previous sessions that weren’t recorded in AirNote. Additional Context helps AirNote consider that earlier work and other relevant information when generating therapy Notes, documents and formulations.

1. Open the client’s details

Right-click the client’s name in the sidebar and choose View/Edit Client.

If you already have a session open, you can also click the button with the client’s first name in the main toolbar—Danielle in this example.

Check that the panel shows the client you want to update.

2. Find Additional Context

Scroll down the client panel, past Sessions and Client History, to Additional Context.

Client History is AirNote’s automatically generated summary of previous sessions. Additional Context is the separate space for background information you add yourself.

3. Add your background information

Click inside the Additional Context text box and type or paste the information you want AirNote to consider.

Useful context might include:

• Notes from previous sessions that weren’t recorded in AirNote.

• Emails exchanged with the client.

• Notes from another therapist.

• Correspondence with a GP.

Keep any existing context that is still useful. Short subheadings, such as “Previous sessions” or “GP correspondence”, can help AirNote understand what each section relates to.

The field accepts up to 50,000 characters. If you go over the limit, shorten the text before saving.

4. Save your changes

Click Save Changes at the bottom of the panel. The panel closes and your context is saved with this client. AirNote will consider it when you next generate content for them.

Saving Additional Context does not change Notes or documents you have already generated.

To update it later, repeat these steps, edit the text and choose Save Changes again.

Keep the context useful

• Keep the context relevant and up to date.

• Review generated content before using or sharing it.

• Additional Context is not included in Clinical Supervision Notes.

All people and session content shown in these screenshots are fictitious.