Getting Started with Text Summary

AI-powered note generation

Product area:	Documentation
User Audience:	All provider types - therapists, social workers, case managers,psychiatric providers, peer support specialists, and more
Session types:	All narrative note types (individual therapy, case management, psych, assessments, treatment plans, and more)
Platforms:	Desktop (Sidebar) \| Mobile \| Offline (mobile)
EHR:	Any web-based EHR — no integration required

1. What Is Text Summary?

Text Summary is Eleos' AI-powered note generation capability that turns a provider's session bullet points into a complete, professional clinical narrative — directly within the Sidebar. No audio capture required. Text Summary is designed for documenting sessions where live audio capture wasn't possible or is not the best method.

Providers enter a brief summary of what happened in the session, respond to a small set of structured follow-up prompts, and Eleos generates field-by-field narrative Suggestions ready to review and submit. Notes that used to take 15+ minutes get done in a fraction of the time, while the session is still fresh.

Text Summary works for any session type, any EHR, on desktop and mobile — including offline.

2. How to Use Text Summary — Step by Step

Text Summary works through a short, guided flow in the Eleos Sidebar. The process takes a few minutes and can be completed immediately after a session.

Step 1 — Click 'Enter Summary' in the Sidebar

In the Eleos sidebar toolbar, click Enter Summary. This opens the session setup screen where you will configure your client and session details.

Step 2 — Select Client and Session Details

Choose the client, activity type, population, and note type that match your session, then click Next to proceed.

The Text Summary setup form — select client, activity type, population, and note type.

Step 3 — Choose 'Text Summary'

On the activity type screen, select Text Summary to continue with the text-based documentation workflow.

Step 4 — Enter Your Session Bullet Points

In the text entry area, type at least 6 bullet points summarizing what happened in the session. Abbreviations and sentence fragments are fine — bullet points work best. Include:

What the client presented with (mood, affect, themes discussed)
What interventions were used
How the client responded
Any safety concerns, goals progress, or plan changes

The Text Summary data entry area — type session bullet points here.

💡 The quality of Eleos' output is directly tied to what you put in. More specific bullet points produce more accurate, clinically useful Suggestions. If a field isn't relevant for this session, write 'Not relevant' so Eleos handles it correctly.

Step 5 — Optionally Add Smart Suggestions

You may be prompted to add Smart Suggestions — additional inputs for interventions, treatment plans, and Mental Status Exam (MSE) attributes. Completing these optional fields enhances the output quality.

Smart Suggestions panel — add Interventions, Plan, and Mental Status Exam inputs to improve output.

Step 6 — Click 'Generate Suggestions'

Click the Generate Suggestions button. Eleos typically takes 20–30 seconds to analyze your inputs and produce field-by-field narrative Suggestions.

Step 7 — Review Suggestions and Add to EHR

Review each suggestion carefully. Use Copy to paste content into your EHR, or click +Add to insert directly into an active EHR field. Always review and edit before submitting — Suggestions are a starting point, not a finished note.

The full Text Summary suggestions output — review, copy, or +Add each field into your EHR note.

Step 8 — Click 'Mark as Submitted'

Once you have finished adding content to your EHR note and signed it, click Mark as Submitted in Eleos. This closes out the session in your My Activities list.

💡 Always save your completed, reviewed note in Eleos. Eleos learns from saved, provider-validated notes over time — consistent saving improves output quality for you and your whole team.

3. How Text Summary Gets Smarter Over Time

Text Summary uses retrieval-augmented generation (RAG) to learn from your organization's own saved, provider-validated notes. This means the more your team uses and saves notes, the more the output adapts to:

Your organization's documentation style and terminology
Your individual voice and preferred phrasing
The context of individual client relationships

Output quality improves meaningfully over the first 30–60 days as the model accumulates saved notes. Three saved notes per provider-client pair are needed to reach the highest level of output specificity.

💡 Important: Eleos learns from saved notes, not discarded drafts. Providers who review and save their completed notes accelerate the learning curve for everyone on their team.

4. Key Concepts & Terminology

Term	Definition
Text Summary	Eleos' AI-powered note generation feature. Providers enter bullet points describing the session; Eleos generates a structured, field-mapped clinical narrative.
Suggestions	AI-generated draft content for each note field. Suggestions are a starting point — providers review, edit, and approve all content before submitting.
Enter Summary	The Sidebar toolbar button that launches the Text Summary workflow.
Smart Suggestions	Optional additional inputs (interventions, plans, MSE attributes) that enhance the quality of generated Suggestions.
Sidebar	The Eleos panel within your EHR where you enter bullet points, view Suggestions, and manage your documentation workflow.
RAG (Retrieval-Augmented Generation)	The AI learning method Text Summary uses. It draws on your organization's own saved, validated notes to improve output quality over time.
Zero Shot Phase	The early period of use before the AI has accumulated enough saved notes to personalize output. Suggestions are grounded in clinical best practices but not yet tailored to your organization's style.
Mark as Submitted	Action taken in Eleos when documentation is complete. Moves the session to the completed list in My Activities.
Offline Mode	Available on mobile. Providers can enter bullet points without internet connection. Suggestions are generated once connectivity is restored.
Author of Record	The licensed provider who reviews, finalizes, and signs the clinical documentation. Eleos never submits anything on your behalf.

5. Tips & Best Practices

Write bullet points, not paragraphs. Text Summary is optimized for brief, structured inputs. You don't need complete sentences — just enough detail for Eleos to generate the right narrative.
Be specific about interventions. Naming the specific technique used (e.g., 'CBT — cognitive restructuring around catastrophizing') produces more accurate clinical language than general terms.
Mark irrelevant fields explicitly. If a note field doesn't apply to this session, include 'Not relevant' in your bullet points. This prevents Eleos from generating placeholder content for fields that should be blank.
Always save your completed note. Eleos learns from saved notes. Every time you save a reviewed, finalized note, you're improving output quality for yourself and your team.
Use offline mode in the field. If you work in low-connectivity environments, use Text Summary on mobile. Enter your bullet points immediately after the session and sync when back online.
Review every field before submitting. Suggestions are a draft, not a final note. Pay particular attention to any field that requires verbatim language — Eleos will rephrase by default.

6. Known Limitations & Current Workarounds

6.1 Current Limitations

Output only reflects what you put in. Text Summary does not fabricate clinical detail. If bullet points are too sparse, Suggestions will be sparse. The feature amplifies your inputs — it doesn't replace them.
Verbatim phrases are not preserved by default. If a note field requires exact language, the AI will rephrase it. Providers must manually preserve verbatim text before submitting.
RAG personalization takes time. Output quality during the Zero Shot phase (first 30–60 days) is grounded in clinical best practices but not yet tailored to your organization.
Offline mode is mobile only. Offline documentation is available via the mobile web app only.

6.2 Workarounds

For sparse bullet points: Train providers to include the key elements: presenting concerns, interventions used, client response, safety, and plan.
For verbatim fields: Identify these fields during implementation and instruct providers to paste the required language into the relevant field after reviewing Suggestions.
For offline documentation: Use the Eleos mobile app. Enter bullet points immediately after the session and sync when connectivity is available.

7. Frequently Asked Questions

Q: Is this a transcription tool?

No. Text Summary doesn't record or transcribe anything. Providers enter their own bullet points; Eleos turns those inputs into a structured clinical narrative.

Q: Does Eleos record audio for Text Summary?

No. Text Summary requires no audio capture at all. Only the text you enter is processed.

Q: How good is the output quality on day one?

From day one, Text Summary generates outputs grounded in clinical best practices and your organization's configured field structure. Quality improves meaningfully over the first 5-10 notes as the model accumulates saved notes from your team.

Q: Can we control the style and format of the notes?

Yes — indirectly. Our AI learns from your own saved notes over time, naturally adapting to your organization's tone, structure, and terminology.

Q: What if I forget to include something in my bullet points?

Text Summary only generates content from what you input — it won't fabricate clinical detail. You can always add detail during the review step.

Q: Does this work offline?

Yes, on mobile. Providers can enter bullet points and input their session notes without an internet connection. Suggestions are generated once connectivity is restored.

Q: Will it work with our EHR?

Yes. Text Summary works via the Eleos Sidebar on any web-based EHR, with no special integration required.

Q: Could the AI put incorrect clinical information in my notes?

Hallucination risk is mitigated through prompt engineering, guardrails, and multi-model evaluation before outputs reach providers. Every suggestion is reviewed by the provider before submission; nothing is auto-submitted.

Q: Does data leave the US?

No. All data is securely retained within the United States. Visit the Eleos Trust Center at eleos.health for full details.

Q: What if a section of the AI-generated note doesn't look right?

You can edit any field directly before submitting. Always review and apply your clinical judgment — Suggestions are a starting point, not a finished note.

8. Related Articles & Resources

How to Install the Eleos Chrome Extension [Video] — Step-by-step setup guide for getting the Eleos sidebar running in your EHR
Getting Started with Eleos [Article] — An introduction to the Eleos platform for new users
Understanding Your Eleos Sidebar [Video] — Overview of the Eleos interface and how to navigate it
Privacy & Data Security at Eleos [Article] — How Eleos handles session data, audio, and patient information
Eleos Academy [LMS] — On-demand training and walkthrough videos for all Eleos products