. Open a client profile
Go to a client’s page to see a list of all notes, reports, and uploaded files
2. Use the search bar
Type a question or keyword (e.g., “When did symptoms of anxiety first appear?”)
AI will search across handwritten notes, PDFs, Word docs, and session notes
3. Get instant summaries
You can ask for timelines, summaries, or risk factor lists using plain language
Results appear instantly, with source documents referenced below
4. Keep your query history
Your past AI queries are saved per client for quick reference