Use AI Report Generator to create a report draft for the selected profile. Check every statement, correct the draft, and save it only when it accurately reflects the client or student's record.

Before you generate a report

Make sure the correct profile is selected, then review its sessions, goals, scores, and notes before generating the report draft. Proposed goals can be included in an AI-assisted report draft even though they are not available for sessions, so review both Active and Proposed goals.

Do not assume the report uses every profile record or only the information visible on the Reports page. Incomplete, unclear, or mistyped information can produce statements that sound certain but are wrong.

Important: Treat the generated report as a draft. Review and correct it before saving. It does not replace professional judgment.

Choose a report type

1. Open Profiles and choose the correct client or student.
2. Select Reports.
3. Under AI Report Generator, choose one report type:
   • Present Levels
   • Progress Report
   • Evaluation Summary
   • Narrative Summary
4. Choose the Date Range.
5. Add Additional Context only when the information is accurate, relevant to the report, and appropriate for the client or student's record. This field is optional.
6. Select Generate Report.

Review the generated draft

Before saving, check:

• The correct client or student and date range
• Goals, services, sessions, and scores
• Test names and results
• Attendance and assistance information
• Clinical or educational observations
• Conclusions, recommendations, and plan language
• Spelling, units, dates, and terminology

Remove claims that are not supported by the client or student's profile, refer to the wrong goal, or state an uncertain observation as fact.

Use Regenerate only after correcting the selected range or additional context. A regenerated report still requires full review.

Save the report

1. Edit the generated report until it accurately reflects the record.
2. Select Save Report.

iSpeax adds the report to Past Reports with its type and date. Report saved confirms the save.

Update a saved report

1. In Past Reports, find the report.
2. Select Edit.
3. Review the saved Additional Context and report content.
4. Make the required changes.
5. Select Save Changes.

Report updated confirms the change.

If the report includes unexpected information

• Recheck the selected profile, report type, date range, and additional context.
• Compare every statement with the goals, sessions, notes, and test results in the client or student's profile.
• Correct ambiguous wording and typographical errors before regenerating.
• Remove information that cannot be supported by the selected profile's record.
• Do not save or share the report until an authorized professional has completed the review.