We're excited to share a new way to reflect on your clinical work. You already have the note. Now you can see the session from a different perspective.
Every session holds more than what ends up in the chart. There's the intervention that landed, the moment a client opened up unexpectedly, the thread you meant to come back to but didn't. Documentation captures what happened - but it was never designed to help you reflect on it. That's why we built Insights, a new way to look back on your clinical work after each session.
Key Takeaways
Insights is a new tab available after your note is generated, offering a second, reflection-focused perspective on the session - separate from your documentation.
It surfaces three views of your clinical work: Key Takeaways, Session Approaches (Clinical Work for psychiatrists), and Session Flow.
Insights never changes your note. Your documentation is always generated independently, so Insights is purely additive to your workflow.
Why We Built Insights
Notes exist for the chart - for compliance, for billing, for continuity of care. But the work of a mental health professional doesn't stop at documentation. Understanding what worked, what didn't quite land, and how a session actually moved is a different kind of task, and it's one that's easy to skip when you're moving straight from one client to the next.
Insights was built to fill that gap. It's not another summary of the conversation you just had. It's a second perspective on it, grounded entirely in what was actually said during the session.
A Second Perspective on Your Session
After your note is generated, Insights gives you three ways to look back.
Key Takeaways highlights the parts of the session worth carrying forward. This includes:
Bright Spots - specific moments where your approach worked, and what it made possible for the client
Areas to Revisit - threads from the session that may be worth returning to
Considerations - thoughtful, session-specific observations grounded in the conversation
Session Approaches (or Clinical Work, depending on your specialty) shows how the clinical work unfolded over the course of the session. Therapists see the therapeutic approaches that emerged and how the client responded to them. Psychiatrists or Psych NPs see how the visit progressed through reviewing, reasoning, supporting, educating, and clinical decision-making. Either way, this section is designed to help you understand how the work actually moved from one part of the session to the next.
Session Flow gives you an overview of how the conversation progressed, highlighting connections between different topics that came up. It's useful for spotting relationships between parts of the conversation that may have felt separate in the room, but turn out to be worth revisiting in future care.
How to Access Insights
Insights is generated automatically alongside your note - there's nothing extra to turn on.
Open a completed note.
Select the Insights tab, next to Note and Treatment Plan.
Insights is designed for full conversations, so it's only generated when there's enough session content to support a meaningful reflection. Shorter or partial sessions may not produce an Insights view.
Pro tip: Insights reflects your specialty automatically. Therapists will see Session Approaches; psychiatrists will see Clinical Work. No setup is required on your end.
Designed for You, Not the Chart
Insights was built with one goal: to give you a thoughtful reflection on the session you just had, without adding a single extra task to your day. It doesn't ask you to review your own notes more closely or fill in another field. It simply surfaces what's already there, from a perspective that's easy to miss when you're focused on being present with a client.
As with any AI-generated content, Insights is intended to support clinical reflection, not replace it. It should always be considered alongside your own professional judgment and clinical experience with the client.
Want to see it for yourself? Open any completed note in Berries and select the Insights tab.
This article is for informational purposes only and is not a substitute for professional clinical judgment, supervision, or continuing education. Therapists should consult current clinical guidelines and use their professional discretion when applying this information to individual client cases.
