Professional clinical reports
in minutes, not hours
Report Types
Five report types. One unified workflow.
Every type of clinical documentation you need, built into a single streamlined system with consistent formatting and data integration.
Report Lifecycle
From draft to delivery in four steps
A structured workflow ensures every report is reviewed, approved, and delivered with full accountability at every stage.
Draft
Create a new report from a template or let AI generate an initial draft from session data. Edit and customize every section.
Submit for Review
Route the completed draft to a supervisor or clinical director for review. Reviewers receive instant notifications.
Approve
Reviewers can approve, request changes, or add inline comments. Every action is logged in the audit trail.
Send
Export as PDF, email directly to caregivers or insurers, and track when recipients open the document.
Let AI write the
first draft for you
BehaviorIQ's AI engine reads your session data, analyzes trends, and generates clinically appropriate narrative sections. You review, refine, and finalize — cutting report writing time by up to 80%.
Pulls data directly from session records and goal tracking
Generates narrative summaries in professional clinical language
Suggests recommendations based on trend analysis
Maintains your clinic's preferred terminology and style
Highlights data points that need clinical interpretation
AI Report Assistant
Generating progress report draft...
Progress Summary
"Over the reporting period (Jan 15 – Feb 14, 2026), the client attended 18 of 20 scheduled sessions (90% attendance). Across 4 active treatment goals, the client demonstrated measurable progress in 3 domains..."
Data Highlights
AI Recommendation
"Based on the current trajectory, consider increasing complexity of manding targets and beginning generalization probes across novel settings."
Progress Report — Alex M.
Submitted by Sarah Chen, RBT
Dr. Emily Patel — Clinical Director
"Great detail on the manding data. Please add a note about the new prompt hierarchy for section 3."
2 hours ago · Requested Changes
Marcus Williams, BCBA
Reviewed · No comments
5 hours ago
Dr. Emily Patel — Clinical Director
Approved — Ready for distribution
Just now
Audit Trail
Report created by Sarah Chen
AI draft generated (18 sessions analyzed)
Submitted for review
Reviewed by Marcus Williams
Changes requested by Dr. Patel
Revisions submitted
Approved by Dr. Patel
Review & Approval
Multi-user review with
complete audit trails
Every report goes through a structured review process. Supervisors and clinical directors can review, comment, request changes, and approve — all with a complete, timestamped audit trail.
Multi-reviewer support
Assign multiple reviewers per report with role-based permissions
Inline comments
Leave section-specific feedback for targeted revisions
Clinical director approval
Final sign-off required before any report can be distributed
Full audit trail
Every view, edit, comment, and approval is timestamped and logged
Export & Sharing
Deliver reports with
confidence and tracking
Once approved, reports can be exported as polished PDFs, emailed directly to recipients, or shared via secure links. Track who opened what, and when.
PDF Export
Professionally formatted with your clinic branding, logos, and letterhead
Email Delivery
Send reports directly from BehaviorIQ to caregivers or insurers
Read Receipts
Know exactly when recipients open and view the report
Print-Ready
Optimized layouts for both screen viewing and physical printing
Progress Report — Alex M.
Approved · Ready to send
Delivery Tracking
Stop spending hours
on clinical reports
Let AI draft your reports while you focus on what matters most — your clients. Start your free trial and generate your first report in minutes.
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