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Records and follow-up

Session records and Patient follow-up between Sessions

Record each Session with your own templates, assign habits and materials, and review what the Patient logs from their App. The process lives in one place and the AI Copilot helps you read it.

  • Templates designed by the Professional
  • Habits, Library and Chat SANE inside the process
  • An AI Copilot that suggests; you decide
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Patient at home reviewing their process on the phone. Illustrative photo.

The therapeutic process does not happen only in the Session

What happens between one Session and the next —practice at home, questions, progress— is often lost in scattered messages and notes. SANE brings it into the case: the Professional assigns, the Patient logs from the App and everything stays in their process.

So you arrive at each Session knowing what changed, with the Patient’s record, logs and evidence in the same view.

Tools to record and support

Every piece connected to the Patient’s Case 360.

  • Record and Case 360

    The Patient’s history, Sessions, habits and evidence in a single read.

  • Professional templates

    Design your own fields: text, number, date, scale, choice and more. Each Session keeps the version used.

  • Habits

    Assign habits with a frequency and instructions; the Patient marks them as done, partial or skipped.

  • Library

    Assign videos, guides and links to each Patient and check when they viewed them.

  • Chat SANE

    Messages between the Patient and their Professional, inside the process.

  • AI Copilot

    It consults the authorized case context and helps you prepare the Session. It does not diagnose or change treatments.

How follow-up works between Sessions

  1. 01

    You record the Session

    With your template, in the Patient’s record.
  2. 02

    You assign habits and materials

    They reach the Patient in their SANE App.
  3. 03

    The Patient logs

    They mark their habits, share photos or documents and write in Chat SANE.
  4. 04

    You review progress

    Before the next Session, with the Copilot’s support if you need it.
Mindful breathing Daily Set by the Professional

5 minutes before bed, with slow, steady breathing.

Last 7 days

  1. Mon Completed
  2. Tue Completed
  3. Wed Partial
  4. Thu No log
  5. Fri Completed
  6. Sat No log
  7. Sun Today: Completed

5 of 7 days logged 4 completed · 1 partial

Illustrative demo

What changes in your practice

  • Continuity

    Support continues between Sessions, not only during them.

  • Your method, not a generic one

    Templates reflect how you work.

  • Full context

    The Patient’s records, habits and evidence in the same place.

  • Professional judgment

    AI offers context and suggestions; decisions remain yours.

Frequently asked questions

Does the AI Copilot write the Session for me?

No. The Professional records the Session with their templates. The Copilot answers questions about the case and can suggest ideas or a plan in the conversation; you decide what to use.

What does the Patient see in the App?

Their process, today’s habits, assigned materials, their evidence and Chat SANE. The App does not give diagnoses or automatic clinical answers.

Which plans include it?

Records, Patient follow-up and the AI Copilot are part of the Red plans. The Agenda plan does not include them.

Keep exploring SANE

Better support between Sessions

Review the Red plans or tell us how you work and we will show you SANE.

Explore SANE plans Start sign-up

Are you an organization? Talk to our team

Illustrative demos. SANE does not replace the Professional’s judgment.