--- title: "What's New: Client History Summarization" description: We’ve introduced the Client History Summarization to TherapyNotes! image: https://blog.therapynotes.com/hubfs/Whats%20New%20Images/blog%20images/whats-new/Reusable/211129-whatsnew473plus-620x500.png --- [![TherapyNotes Practice Management and EHR](https://blog.therapynotes.com/hubfs/images/primary/NavLogo@2x.png?noresize)](https://www.therapynotes.com/) - [Try Free](https://www.therapynotes.com/about/signup/) [Log In](https://www.therapynotes.com/app/login/) - - [![Call Us: (215) 658-4550](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuCall@2x.png?noresize&width=25&height=25&name=MobileMenuCall@2x.png)Call Us: (215) 658-4550](tel:+12156584550) - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuTrial@2x.png?noresize&width=25&height=25&name=MobileMenuTrial@2x.png)Start Your Free Trial](https://www.therapynotes.com/about/signup/) - [![](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/MobileMenuDemo@2x.png?noresize&width=25&height=25&name=MobileMenuDemo@2x.png)Schedule a Demo](https://blog.therapynotes.com/schedule) --- - 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[Try Free](https://www.therapynotes.com/about/signup/) [Log In](https://www.therapynotes.com/app/login/) Blog Post Topic Filter Topic Topic Select a topic to show [All Topics](https://blog.therapynotes.com) - [Software Updates (290)](https://blog.therapynotes.com/topic/software-updates) - [Business Ownership (79)](https://blog.therapynotes.com/topic/business-ownership) - [Group Practice (52)](https://blog.therapynotes.com/topic/group-practice) - [Company News (47)](https://blog.therapynotes.com/topic/company-news) - [Marketing (35)](https://blog.therapynotes.com/topic/marketing) - [Medical Billing (17)](https://blog.therapynotes.com/topic/medical-billing) - [Technology (10)](https://blog.therapynotes.com/topic/technology) - [Documentation (7)](https://blog.therapynotes.com/topic/documentation) - [Accounting (6)](https://blog.therapynotes.com/topic/accounting) - [Networking (6)](https://blog.therapynotes.com/topic/networking) - [Niche (6)](https://blog.therapynotes.com/topic/niche) - [TherapySearch (4)](https://blog.therapynotes.com/topic/therapysearch) Reading What's New: Client History SummarizationFind More Posts # What's New: Client History Summarization ##### By TherapyNotes®, LLC on August 29, 2024 ![](https://blog.therapynotes.com/hubfs/Whats%20New%20Images/blog%20images/whats-new/Reusable/211129-whatsnew473plus-620x500.png?noresize) Looking for a quick refresher on your patient's history before a session or when you go to write their Intake Note? With this new beta feature, Clinicians can view an AI generated summary of a patient's Client History Form responses to use as a helpful reference. Once a Client History Form is completed, expand the new “AI Generated Summary” section at the top of the Client History Form or Intake Note to view the summary. ![AIEdit](https://blog.therapynotes.com/hs-fs/hubfs/AIEdit.png?width=1049&height=723&name=AIEdit.png) Rate the summary provided using the “thumbs up” and “thumbs down” buttons. Your feedback helps us continue to enhance this feature. \* The content of this post is intended to serve as general advice and information. It is not to be taken as legal advice and may not account for all rules and regulations in every jurisdiction. For legal advice, please contact an attorney. Share: Previous Post: [What's New: Superbill Preview, Partial TherapyPortal Spanish Support and More](https://blog.therapynotes.com/whats-new-superbill-preview-cupit-outcome-measure-and-more) Next Post: [Elevating Your Practice with LLM Technology: A New Era in TherapyNotes](https://blog.therapynotes.com/elevating-your-practice-with-llm-technology) ##### Get more content like this, delivered right to your inbox. 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Personally, I love it here!”By Deirdre on April 2, 2024 Explore [Pricing](https://www.therapynotes.com/pricing/) [Blog](https://blog.therapynotes.com/) [Help Center](https://support.therapynotes.com) [For Education](https://www.therapynotes.com/education/) Practice Management [Billing](https://www.therapynotes.com/features/billing/) [Scheduling](https://www.therapynotes.com/features/scheduling/) [Messaging](https://www.therapynotes.com/features/securemessaging/) [Payments](https://www.therapynotes.com/features/credit-card-processing/) Clinical Documentation [Notes](https://www.therapynotes.com/features/notes/) [TherapyFuel®](https://www.therapynotes.com/features/therapyfuel/) [Outcome Measures](https://www.therapynotes.com/features/outcome-measures/) [ePrescribe](https://www.therapynotes.com/features/eprescribe/) Client Engagement [TherapyPortal™](https://www.therapynotes.com/features/client-portal/) [Telehealth](https://www.therapynotes.com/features/telehealth/) [TherapySearch™](https://www.therapysearch.com/clinicians) Additional Resources [Mobile App](https://www.therapynotes.com/features/therapynotes-mobile/) [Support](https://www.therapynotes.com/features/support/) [Security](https://www.therapynotes.com/features/security/) About [Company](https://www.therapynotes.com/company/) [Careers](https://www.therapynotes.com/careers/) [Reviews](https://www.therapynotes.com/reviews/) [Contact](https://www.therapynotes.com/contact/) [Store](https://therapynotesshop.com/) [Status](https://blog.therapynotes.com/status) Highest Rated EHR 4.9 out of 5 stars | [2,755 Reviews](https://www.therapynotes.com/reviews/) America’s Best Online Platforms Newsweek and Statista 2025–2026 [![TherapyNotes logo](https://blog.therapynotes.com/hs-fs/hubfs/images/primary/FooterLogo@2x.png?noresize&width=38&height=44&name=FooterLogo@2x.png)](https://www.therapynotes.com/) © TherapyNotes, LLC. 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