Therapist Weekly Recap Emails - Jan 27, 2026
Stay on top of your workload without getting overwhelmed! Every week on Friday, 9 AM EST, you'll receive an automated email recap directly to your inbox with everything that needs your attention.
Your weekly email includes:
⏳ Pending Session Statuses - Sessions that are still unmarked and need your attention.
📝 Pending Charting Notes - Charting notes that haven't been written, locked or signed from the previous sessions.
💤 Inactive Clients - Clients who haven't booked a session in last 8 weeks and may need follow-up, this list is only for the active clients and not the ones which are already archived, another detail to note is the clients with tag "Temporarily Inactive" are also not included in this list.
💡 How to Use It
Open your weekly recap email on Friday morning
Review pending items across all three categories
Click links to complete actions for the specific tasks in the platform
Check-in or Discharge inactive clients
Screenshots:
The data shown in this screenshot is only for representation purpose and doesn't contain the real information of any user or client
Sessions with pending status
Sessions that have incomplete charting notes
Clients that have been inactive
We hope that you are welcomed with an email like this in the week after :)
