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Emails written by splose AI

Learn how to use splose AI to draft a session summary email from a progress note, and to rewrite, shorten or change the tone of text in an email.

Save time on follow-up emails. When you email a progress note, splose AI can draft a summary of the session for you, including the appointment details and the client's next appointment.

This guide shows you how to draft a session summary email, how to adjust selected text in an email, and how to write a custom email with Ask splose AI.

Before you begin

  • You'll need a splose AI subscription, and your account owner needs to add you to it.

  • The Enable splose AI Email Assistant toggle needs to be on. Your account owner can turn it on in Settings, then splose AI.

Draft a session summary email

  1. Open the client's progress note.

  2. Click Actions, then Email progress note.

  3. Click Summarise Session. splose AI drafts an email that includes:

    • The appointment details.

    • A summary of the session.

    • The client's next appointment details.

  4. Review the draft and edit it if needed.

  5. Click Send.

Rewrite or adjust text in an email

  1. In the email, highlight the text you want to change.

  2. Choose an option:

    • Rewrite

    • Expand

    • Shorten

    • Make more friendly

    • More formal

Write a custom email with Ask splose AI

To write the email yourself with a prompt, use the splose AI panel in the progress note.

  1. In the splose AI panel, use a saved prompt or write a new one to draft the email.

  2. Copy the draft and click Save as final to save the note.

  3. Click Actions, then Email progress note.

  4. Paste the draft into the email and click Send.

To keep the formatting consistent, paste without formatting (Ctrl+Shift+V, or Command+Shift+V on a Mac), then format the text with the email editor's tools.

More on writing emails with splose AI →

Things to Note

  • Always review what splose AI drafts before you send it. splose AI can make mistakes, so check that the details are accurate and complete.

  • The summary is drafted from your progress note.

  • If you write similar emails often in the splose AI panel and have permission, save a prompt to reuse. More on saved prompts →

Frequently Asked Questions

Where is the Summarise Session button?

The button is in the email window, not the progress note. Open the progress note and click Actions, then Email progress note. If it's still not there, ask your account owner to check that:

  • The Enable splose AI Email Assistant toggle is on in Settings, then splose AI

  • You've been added to your workspace's splose AI subscription

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