The AI Clinical Documentation Platform Built for Psychological Assessment
How Case Synthesis Works
Upload the Case
Add clinical interviews, scanned notes, PDFs, test scores, rating scales, collateral records, and prompts.
Review the Clinical Map
Case Synthesis organizes the information, highlights missing or inconsistent data, and shows what needs clinician review.
Draft the Documentation
Generate psychological reports, progress notes, treatment plans, feedback summaries, recommendations, and medical necessity language.
Edit, Approve, and Export
The clinician reviews the draft, makes final decisions, approves the document, and exports it for the clinical record.
From scattered clinical data to defensible documentation.
Clinical Documentation Has Outgrown the Old Workflow
Psychological assessment reports are no longer simple narrative summaries. Clinicians are expected to integrate testing data, interviews, scanned records, collateral information, diagnostic criteria, payer requirements, school needs, treatment recommendations, and professional review standards.
Case Synthesis is built for that reality.
It helps clinicians move from scattered information to organized documentation without giving up clinical judgment, accuracy, or professional responsibility.
What Is Case Synthesis?
Most AI note tools are built around a single session. Case Synthesis is built around the full clinical picture.
The platform brings together interviews, test scores, scanned notes, collateral records, behavioral observations, diagnostic impressions, and clinician prompts so documentation reflects the whole case rather than one isolated encounter.
Case Synthesis supports psychological assessment reports, clinical notes, treatment plans, medical necessity language, feedback summaries, and other clinical documents that require careful synthesis.
Built With Intention
Case Synthesis is designed for clinicians who need documentation that is fast, organized, and clinically defensible.
The platform helps organize complex information, draft structured documentation, identify missing information, and keep the clinician in control of the final clinical opinion. It is built for the real work of assessment and treatment documentation: reviewing records, interpreting data, connecting findings to recommendations, and producing reports that can stand up to clinical, payer, school, and professional review.
Why Case Synthesis Is Different
Most AI tools write from a prompt. Case Synthesis works from the case.
Case Synthesis brings together interviews, testing data, scanned notes, prior records, collateral information, behavioral observations, and clinician-entered impressions.
Instead of producing generic AI paragraphs, it helps clinicians create documentation connected to the information provided, the clinical question being answered, and the final report that needs to be signed.
That difference matters when documentation involves psychological testing, diagnostic clarification, treatment planning, medical necessity, school recommendations, or complex clinical histories.
Built for clinicians who need reports, notes, and treatment plans that reflect the whole clinical picture.
Frequently Asked Questions
Clear answers for clinicians, practices, and organizations considering Case Synthesis.
Yes. Case Synthesis is designed for clinical documentation workflows where privacy, security, and professional responsibility matter.
A Business Associate Agreement, or BAA, is available for covered entities and group practices using the platform with protected health information. Case Synthesis uses secure storage, encryption, access controls, audit logs, and role-based permissions to support responsible clinical use.
Case Synthesis is not a general chatbot. It is a clinical documentation platform built for healthcare and behavioral health settings.
Most AI note tools summarize a therapy session or medical visit. Case Synthesis goes further by helping clinicians synthesize the full case.
The platform supports psychological assessment reports, progress notes, treatment plans, scanned records, testing data, diagnostic support, recommendations, insurance language, and clinical quality review.
Case Synthesis is especially useful when documentation requires more than a simple session summary. It is built for clinicians who need reports, notes, and plans that reflect multiple sources of data.
No. Case Synthesis does not replace the clinician.
The platform helps organize clinical information, draft documentation, identify patterns, and prepare report language. The licensed clinician remains responsible for diagnosis, interpretation, recommendations, treatment planning, and final approval.
Case Synthesis supports clinical judgment. It does not substitute for it.
Scores can be entered in the way that best fits the clinician’s workflow.
Clinicians can manually enter scores, upload PDF score reports, paste score tables, upload scanned documentation, or type a summary of the results. Case Synthesis organizes the information into the appropriate report sections and allows the clinician to review the interpretation before anything is finalized.
The platform also flags missing or inconsistent information. If a test is listed but score data is missing, Case Synthesis alerts the clinician before the report is completed.
The time depends on the complexity of the case and the quality of the information provided.
Brief clinical notes and treatment plans can be drafted in minutes. A full psychological evaluation takes longer because the clinician must review the data, confirm clinical impressions, edit the report, and approve the final version.
Case Synthesis reduces the time spent organizing, formatting, and drafting so clinicians can focus on interpretation, accuracy, and client care.
Clinical data is stored in a secure, encrypted cloud environment designed for healthcare information.
Case Synthesis provides clear data storage, retention, access, and deletion policies. Group practices have administrative controls for user access, permissions, and documentation oversight.
No. Client data and protected health information are not used to train public AI models.
Your clinical data remains your clinical data. It is used to provide the service, generate the requested documentation, and support your workflow. It is not sold, used for advertising, or used to train general AI models.
Case Synthesis supports commonly used psychological, behavioral, and assessment measures across ADHD, autism, mood, anxiety, trauma, adaptive functioning, personality, behavior, executive functioning, cognitive functioning, and academic achievement.
Current supported measures and expanding test coverage include tools such as MMPI-3, PAI, MCMI-IV, BASC-3, Conners, Vanderbilt, SRS-2, GARS-3, CARS-2, ABAS-3, Vineland-3, BRIEF-2, BDI-II, BAI, trauma measures, cognitive measures, and academic achievement measures.
Because assessment practices use different batteries, the testing library is built to expand based on clinician demand.
Yes. Case Synthesis is built with an expandable testing library.
New interpretation modules, report sections, and specialty templates will be added as clinicians request additional measures. Practices can also save preferred language, templates, and recommendation libraries so documentation reflects their clinical style and standards.
Yes. Case Synthesis reviews scanned notes, PDFs, typed notes, and uploaded records.
The platform extracts relevant clinical information, organizes it into usable sections, and flags unclear or unreadable material for clinician review. The clinician can verify the information before it is used in a report, note, or treatment plan.
Yes. Case Synthesis creates treatment plans based on diagnoses, symptoms, functional impairments, assessment results, and clinician prompts.
Treatment plans include presenting problems, goals, objectives, interventions, medical necessity, progress measures, target dates, and discharge criteria. The platform connects treatment planning to the actual clinical findings rather than generating generic goals.
Yes. Case Synthesis supports common clinical note formats, including SOAP, DAP, BIRP, GIRP, intake notes, collateral contact notes, risk assessment notes, testing intake notes, treatment plan reviews, and discharge summaries.
Clinicians can choose the format that matches their workflow, payer requirements, and clinical setting.
Yes. Every report, note, treatment plan, and summary is fully editable.
Case Synthesis creates a strong draft, but the clinician reviews, revises, and approves the final document. The platform reduces writing burden while preserving clinical responsibility.
Yes. Case Synthesis allows clinicians and practices to customize their documentation style.
Clinicians can save preferred report formats, common recommendations, diagnostic language, medical necessity statements, school accommodation language, and treatment plan goals. The final documentation reflects the clinician or practice using the product instead of sounding like generic AI output.
Case Synthesis supports practical outputs clinicians can use immediately, including Word export, PDF export, and copy-ready sections for EHRs.
Future integrations will focus on commonly used behavioral health platforms and larger EHR systems. The goal is to make the product useful immediately while building toward deeper workflow integration.
Case Synthesis will offer pricing options for solo clinicians, assessment providers, group practices, and larger organizations.
Plans will be based on documentation needs, report volume, number of users, template customization, and practice size. Solo clinicians will have access to an individual plan, while group practices and organizations will have options for shared templates, supervision review, user management, and team-based documentation workflows.
For current pricing and early access options, join the waitlist or request a demo.
General AI tools are not built for clinical documentation. They may not offer a BAA, may not be appropriate for protected health information, and may not understand the structure of psychological assessment reports or behavioral health documentation.
Case Synthesis is designed specifically for clinical workflows, psychological reports, treatment plans, progress notes, test data, scanned records, and clinician review.
A general AI tool helps you write. Case Synthesis helps you document clinically.
Most AI note generators focus on therapy sessions or medical visits. Case Synthesis is designed for clinicians who need more than a session note.
It supports psychological assessment reports, clinical notes, treatment plans, scanned records, testing data, diagnostic support, recommendations, insurance language, and clinical quality review.
If your work involves assessment, diagnosis, testing, or complex documentation, Case Synthesis is built for that level of clinical work.
Less Time Formatting. More Time Thinking Clinically.
Case Synthesis helps clinicians create documentation that is faster, clearer, and more organized without removing the clinician from the process.
The platform organizes the data, drafts the document, identifies missing information, and keeps the clinician in control of the final clinical opinion.
Full-Case Synthesis
Bring together notes, scores, records, interviews, observations, and prompts in one clinical workflow.
Source-Informed Drafting
Create reports and notes from the information provided, with clinician review before final use.
Assessment-Focused Design
Built for psychological evaluations, therapy documentation, treatment plans, and complex clinical cases.
Designed for Clinical Responsibility
Case Synthesis is designed with healthcare privacy, clinician review, and documentation quality in mind.
The platform supports secure storage, administrative controls, access permissions, and clear data policies. It helps clinicians organize complex information and prepare documentation more efficiently while preserving professional responsibility.
Case Synthesis is not a note generator. It is a clinical synthesis platform.
Key Trust Features:
- BAA option for covered entities
- HIPAA-conscious infrastructure
- No training of public AI models on client data
- Clinician approval before final documents are used
- Editable reports, notes, and treatment plans
- Secure document upload and storage
- Role-based access for group practices
- Report review before finalization
- Custom templates for clinical practices
- Documentation designed for assessment-heavy workflows
Ready for Documentation That Works Like Clinicians Think?
Case Synthesis is for clinicians who need reports, notes, and treatment plans that reflect the whole case.
It reduces documentation burden while preserving clinical judgment, professional responsibility, and report quality.
Built for psychologists, therapists, assessment practices, and behavioral health organizations.