Grow generates a session recap after each eligible session, while the conversation is still fresh. For each client, you choose whether recaps are sent automatically or come to you to review first. Recaps that Grow flags for sensitive content always come to you for review before anything reaches your client.
Key Takeaways
Session recaps are generated by Grow and sent automatically unless you set a client to Review first.
They're designed to help clients revisit what they discussed in therapy while the session is still fresh.
You can set any client to Review first, so you can send, edit, or choose not to send each recap.
Flagged recaps come to you for review and are only sent if you choose to send them.
Session recaps are not provider-authored clinical documentation.
You can view any recap after it's been sent.
How session recaps work
When a session ends, a recap is generated. For clients set to Send automatically, the recap is sent to your client via email, text, and push notification. For clients set to Review first, it's held for you to review. Session recaps give clients a way to revisit key takeaways from their sessions.
Recaps include:
A factual summary of the session based on the session transcript.
Key topics discussed and themes from the session.
Any homework or next steps assigned during the session.
Example of an auto-sent session recap
Are session recaps AI-generated, and how does Grow monitor quality?
Yes, session recaps are AI-generated summaries of what was covered during the session. Our Clinical QA team oversees automated quality checks and manual audits to help maintain accuracy.
How should I talk about session recaps with my client?
If clients ask about session recaps, you can explain that they're designed to help revisit what was discussed in therapy while the session is still fresh. Session recaps are generated by Grow and are intended as a supportive resource between appointments. If you've set a client to Review first, you can let them know you review each recap before it's sent. They are not part of the medical record.
Which clients receive a recap?
All clients who consented to AI session transcription and summarization are eligible for session recaps. Recaps are sent automatically unless you set the client to Review first. Minor clients are not eligible and do not receive recaps.
Grow’s safety checks, designed by licensed clinicians, may flag a recap for your review if they detect potentially sensitive content, such as safety concerns, an acute clinical crisis, or legal proceedings. Recaps are also flagged after couples sessions or sessions from a shared account. Flagged recaps are held for your review, even if the client is set to Send automatically. If transcript quality issues prevent a recap from being generated, it will be marked “Not Available.”
Grow’s safety checks run automatically on each recap. A flag applies only to that session and doesn’t affect future recaps for that client. The automated review is one of several safeguards built into session recaps. While it's designed to identify certain categories of sensitive content, providers should continue to use their clinical judgment when deciding whether session recaps are appropriate for individual clients.
Is a session recap part of the medical record?
No, session recaps are not part of the medical record, including recaps you've reviewed or edited before sending.
How recaps look to clients
Clients can access their session recaps via their client portal, in both the desktop and iOS mobile app experiences.
Mobile app preview of an auto-sent session recap:
Choosing how a client's recaps are sent
What is Review first?
Review first holds a client's recaps for you instead of sending them automatically. After each session, you decide whether to send the recap as written, edit it and send it, or not send it. If you take no action, nothing is sent.
We know every client's situation is deeply nuanced. Providers are best positioned to determine when a session recap will support a client's care, so Review first is optional and only applies to the clients you choose.
How do I set a client to Review first?
In your provider portal, navigate to Clients in the sidebar.
Search for and select your client's name to open their chart.
Beneath their name, select the Preferences tab.
Under Session recaps, change the setting from Send automatically to Review first.
You can switch a client back to Send automatically at any time. Clients are switched one at a time; there's no option to change all clients at once.
If you'd prefer a client not receive recaps, choose Review first. Recaps are only sent if you choose to send them.
What happens when I add a new client?
New clients are set to Send automatically by default. If you'd prefer to review a new client's recaps first, change their setting to Review first before their first session.
Is this setting per-session or per-client?
It's per client. The setting applies to all of that client's future sessions until you change it.
I had clients opted out of recaps before. What happened to them?
On November 10, all clients who were opted out of session recaps were set to Review first. Their recaps are held for your review, and nothing is sent unless you choose to send it.
Is this the same as the coach opt-out or the AI summarization opt-out?
This is a distinct setting from the coach opt-out and the AI summarization opt-out.
However, if you have opted out of AI Summarization in your Telehealth settings, no recaps will be generated because no sessions are being transcribed.
Reviewing recaps before they're sent
Where do I review recaps?
Recaps waiting for your review appear at the end of your invoicing flow for that session. You can also find them from:
Appointments: In the "Session recap" column, select Review recap.
Client Chart: In the client's timeline, look for the Session recap item marked "Review before" a date.
What are my options when reviewing a recap?
On the review screen, you can choose Send, Edit, or Don't send.
You have until 14 days after the session to review a held recap. After that, it won't be sent and will be deleted.
Once a recap is sent, it can't be edited or removed, so make any changes before you send it.
Editing is only available for recaps held for your review.
What are flagged recaps?
Grow’s safety checks, designed by licensed clinicians, may flag a recap for your review if they detect potentially sensitive content. Recaps are also flagged after couples sessions or sessions from a shared account. Flagged recaps are held for your review even if the client is set to Send automatically, and are labeled Review for sensitive content.
A flagged recap only reaches your client if you choose to send it. You won't see the specific reason a recap was flagged. Grow's system isn't a substitute for your clinical judgment, so if sharing doesn't feel right, choose Don't send and nothing reaches your client.
Viewing session recaps in your provider portal
Can I still see a recap that was sent to my client?
Yes. You can view any session recap that's been sent to your client from their client chart or from the Appointment details page.
To view a session recap:
Select Appointments from the side navigation.
Toggle to list view if necessary and select the Past tab.
Locate the "Session recap" column. If a recap was sent, select View recap to preview the content.
Frequently Asked Questions
Will clients know the recap came from Grow rather than me?
Recaps that send automatically include a note at the top indicating they are generated by Grow, and a disclaimer that providers have not reviewed the content. Recaps you review and send don't include this note or disclaimer.
Can I edit a recap after it's been sent?
No. Recaps can't be edited after they're sent. If a client is set to Review first, or a recap is flagged, you can edit it before you send it.
Can a recap be deleted?
At this time, a session recap cannot be deleted after it's sent. Held recaps you don't send are deleted 14 days after the session.
What if I've noticed something about a session recap and want to submit feedback?
Before a recap is sent, you can share feedback directly from the review screen. For feedback about a recap that’s already been sent, contact our Support team via the Help Widget in your provider portal.
Where can I reach out with additional questions?
For additional questions, contact our Support team by using the Help Widget in your provider portal.