Automated progress reports

Date-ranged progress reports in a click. Not in three hours.

AI-generated, date-ranged progress reports for insurance audits, parent meetings, supervisor reviews, and discharge summaries. Pulled from the chart you already keep.

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HIPAA Compliant
256-bit Encryption
SOC 2 Controls
Why this exists

Therapists write progress summaries by hand. From the same notes they already wrote.

  • End-of-90-day summary, from scratch
  • Discharge note, pieced together
  • Parent report, manually written
  • Supervisor review, hours rewriting

If you already wrote the session notes, the report should write itself.

Built into one chart

What ships for automated reports.

AI Clinical Reports

Professional

Date-ranged synthesis, on demand.

  • Date-ranged PDF — pick any range from intake to today
  • Pulls from session notes, treatment plans, and assessments
  • Presigned secure download link, expirable share
  • Every report clinician-reviewed and signed by you before sharing

Outcome Tracking + Charts

Professional

Auto-scored measures, longitudinal trends.

  • PHQ-9, GAD-7, SCARED, AAQ-II, CY-BOCS auto-scored on cadence (free in Starter)
  • Outcome analytics dashboard with longitudinal charts (Pro)
  • Charts pull into the report automatically
  • No per-instrument fees, no hidden costs

Treatment-Plan-Aware

Professional

Reports honor the plan structure.

  • 22 treatment plan templates (16 diagnosis-based + 6 modality-specific)
  • AI treatment plan generation with adherence suggestions
  • AI signing suggestions reference plan goals
  • Reports synthesize against stated goals, not generic prose

Built In, Not Bolted On

Starter

Same chart, same login — no copy-paste.

  • HIPAA-eligible AWS infrastructure, signed BAA
  • No separate reporting tool, no third-party AI export
  • Coral AI assistant for context-aware chat across the chart
  • AI never makes clinical decisions — synthesis only
No one else has this

One row. Five EHRs.

Date-ranged AI synthesis from chart data (multi-session, not just per-session scribe)

CoralEHR
Yes
SimplePractice + AI Note Taker Scribe only (per-session draft)
No
TherapyNotes + TherapyFuel Scribe only (per-session draft)
No
Upheal AI scribe only (per-session)
No
TheraNest (Premier) AI Session Assistant — note drafting only
No

Source: ai_surfaces field in CoralEHR EHR comparison matrix. View full comparison →

Pricing

AI clinical reports, outcome tracking, treatment-plan AI, and Coral AI assistant ship in Professional ($79/month). Auto-scored assessments — the data the reports draw from — ship in Starter ($29/month). Try every Professional feature free for 30 days.

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Built on trusted infrastructure

Stripe
Amazon Web Services
Claude by Anthropic
Advised by Meir Flancbaum, PsyD
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Frequently Asked Questions

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