SLP User Guide

Learn how to use TherapyBridge to manage clients and create therapy summaries

Quick Start
  1. Add your clients to the system
  2. Create a session after each therapy appointment
  3. Let AI generate a caregiver-friendly summary
  4. Review and approve the summary to send it to caregivers
1. Adding Clients

Steps:

  1. Click the
    + Add Client
    button in the Clients section
  2. Fill in the required information:
    • Client Identifier: Anonymized code or initials (e.g., JD-001, Client A)
    • Age: Current age
    • Caregiver Email: Email address where summaries will be sent
    • Diagnosis: (Optional) Speech/language diagnosis
    • Learning Style: (Optional) Visual, Auditory, Kinesthetic, or Mixed
    • Notes: (Optional) Any additional information
  3. Use the Dictate button for Diagnosis and Notes fields to use voice input
  4. Click Add Client to save

💡 Privacy Tip: Use anonymized identifiers (codes or initials) instead of full names to maintain client confidentiality.

2. Creating Session Summaries

Steps:

  1. Select a client from the Clients list on the left
  2. Fill in the session form:
    • Session Date: Date of the therapy session
    • Session Notes: Detailed observations, progress, challenges (Required)
    • Activities Performed: List of activities and exercises used
    • Session Image: (Optional) Upload a photo from the session
  3. Use the Start Dictation button to dictate notes or activities hands-free
  4. Click Generate AI Summary when ready

🎤 Voice Dictation: Click "Start Dictation" and speak naturally. The system will transcribe your words in real-time. Click "Stop Recording" when done.

3. Attaching Resources for Caregivers

You can share files and links with caregivers:

  • Attach Files: Upload PDFs, worksheets, or images that caregivers can download
  • Add Resource URLs: Share links to helpful websites, videos, or articles
    • Paste the URL in the field
    • Press Enter or click "Add"
    • You can add multiple links

💡 Tip: Share YouTube videos, worksheets, or articles that complement the home activities.

4. Reviewing & Approving Summaries

After AI generates the summary:

  1. A preview dialog will appear with:
    • Overview of the session
    • Key points about what was worked on
    • Suggested home activities for caregivers
  2. Review the content to ensure accuracy and appropriateness
  3. Click
    Approve & Send to Caregiver
    to send
  4. The caregiver will receive the summary via their portal (they'll need to log in)
5. Viewing Session History & Caregiver Feedback

Track past sessions and caregiver progress:

  1. Click the Session History tab at the top
  2. Use filters to:
    • View sessions for specific clients
    • Filter by Sent or Pending approval
  3. Click
    View Full Summary
    to see details
  4. In the detail view, you'll see:
    • Original summary content
    • Home activities you suggested
    • Caregiver Feedback: Status (Not Started/In Progress/Completed) and comments for each activity

📊 Monitor Progress: Caregiver feedback helps you see which activities are working well and adjust future recommendations accordingly.

✨ Best Practices
  • •Be Detailed: The more detailed your session notes, the better the AI-generated summaries
  • •Use Dictation: Save time by dictating notes while memories are fresh
  • •Review AI Content: Always review summaries before sending to ensure accuracy
  • •Share Resources: Attach helpful files and links to support home practice
  • •Check Feedback: Regularly review caregiver updates to track home practice
System Requirements

Voice Dictation Support:

  • Google Chrome (recommended)
  • Microsoft Edge
  • Safari (on Mac/iOS)

* Firefox does not currently support voice dictation