Grow now automatically sends session recaps to eligible clients after each session — no action required on your part. Session recaps are delivered approximately 15–20 minutes after an eligible session, while the conversation is still fresh. Timely delivery helps clients revisit important themes and next steps when they're most likely to benefit from reconnecting with their work from the session.
🛠 Session recaps are coming on August 4. This article explains what session recaps are, how they differ from session insights, and how you can determine whether they're appropriate for your clients
Key Takeaways
Session recaps are generated and sent automatically by Grow.
They're designed to help clients revisit what they discussed in therapy while the session is still fresh.
Providers can opt individual clients out at any time.
Session recaps are not provider-authored clinical documentation.
You can review any recap after it's been sent.
Grow does not generate session recaps for sessions in which sensitive content was involved.
How is a session recap different from session insights?
Session recaps are designed to reinforce the work you and your client did together without requiring providers to create or send summaries themselves. They're generated and sent automatically by Grow as a client support resource, helping clients revisit key takeaways while the session is still fresh. To facilitate prompt delivery to clients, they aren't reviewable or editable before they're sent.
| Session insights | 🆕 Session recaps |
Purpose | Help clients revisit key takeaways from their session | Help clients revisit key takeaways from their session |
Who sends it | Provider | Grow |
When it's sent | Whenever the provider chooses to send | Automatically, ~15–20 minutes after an eligible session |
Action required from you | Yes — you had to review and send manually | None — Grow handles delivery |
Which clients receive one | Only clients whose provider sent it | All eligible clients, consistently |
Can I opt a client out? | N/A — you controlled delivery | Yes — opt out anytime from the client's chart |
Can I review it before it's sent? | Yes | No — recaps are sent automatically to support timely delivery |
Can I review it after it's sent? | Yes | Yes |
How session recaps work
When a session ends, a recap is generated. If eligible, the recap is sent to your client automatically via email, text, and push notification. 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 session recaps
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—not by the provider—and are intended as a supportive resource between appointments, and are not part of the medical record.
Which clients receive an auto-sent recap?
All clients who consented to AI session transcription and summarization will receive auto-sent session recaps unless you toggle off the feature in a client’s chart. Minor clients are not eligible and do not receive recaps.
⚠️ Recaps also won't be sent for an individual session if our system detects sensitive content (e.g., concerns related to safety, acute clinical crisis, legal proceedings, etc.) — even if the client is otherwise opted in. This is assessed per session, so future sessions for that client could still generate a recap. 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.
How auto-sent 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:
Opting a client out of session recaps
Can I opt a client out?
Yes. We know every client’s situation is deeply nuanced, and no single approach honors this complexity. Providers are best positioned to determine when a session recap will support a client's care. If you don't think a recap is clinically appropriate or beneficial for a particular client, you can opt them out at any time.
If you know you'd prefer a client not receive session recaps, we recommend opting them out before launch. You can also opt clients out at any time before a future session, and that preference will apply to all eligible future sessions unless you choose to change it.
To opt a client out of receiving auto-sent recaps:
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.
Toggle the auto send session recap setting to "OFF."
Is opt-out per-session or per-client?
Opt-out is global per client, not on a per-session basis. Once a client is opted out, they will no longer receive session recaps.
Is this the same as the coach opt-out or the AI summarization opt-out?
No — this is a distinct setting from both the coach opt-out and the AI summarization opt-out.
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 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?
Yes, session recaps include a note at the top indicating they are generated by Grow, and a disclaimer that providers have not reviewed the content.
Can I edit a recap after it's been sent?
The session recap will not be editable after it’s sent.
Can a recap be deleted?
At this time, a session recap cannot be deleted.
What if I’ve noticed something about a session recap and want to submit feedback?
If you’d like to submit feedback on a session recap, 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.