Breadcrumb: BCBA › Session review

Publish session notes for parents

Write a short note about a session for the learner's parents, or copy it from the AI summary, and know when they see it.

Applies toBCBAOrg Owner

A public note tells the family how a session went, in words meant for them. It is separate from the clinical note ABACare drafts: parents never see that one, the aide's notes or the collected data. They see only the public note, and they see it as soon as you publish it.

Before you start

You work in the web app, on the session's page. To find a session, see Review and complete a submitted session.
The Public Notes (Visible to Parents) card appears once the session is past In Progress: Submitted, Completed, Cancelled or No-Show. Org owners publish the same way.
Parents read public notes in the web app. The mobile app does not show them.

Write and publish a note

On the Public Notes (Visible to Parents) card, read the banner This note will be visible to the learner's parents.
Type the note in the editor. The counter under it shows the length, up to 20000 characters.
Select Save Public Note.

The message Public note saved successfully appears, and the card shows Last updated: with the date and time. Every parent linked to the learner gets an email with the note.

The Public Notes (Visible to Parents) card on a submitted session, with the banner, a note typed in the editor, the counter and the Save Public Note and Clone from AI Summary buttons — Write the note for the family.

Warning

Text you have not saved is lost without a warning if you leave the page.

Start from the AI summary

When the session has an AI note, Clone from AI Summary shows above the editor, or next to Save once a note exists. Check and edit the AI note first: see Review, edit or regenerate AI session notes.

Select Clone from AI Summary.
Confirm with Clone. If a public note exists, it is replaced.

The copied text is published at once, although the message says you can edit it before saving. The card shows Cloned from AI-generated summary, and parents are not emailed. To send the email, change the text and select Save.

The button appears only after the page has loaded an AI note. If you just generated one, reload the page.
Copying fails while the AI note is still being written, has failed or hit the AI limit.

Change or delete a note

To change it, edit the text and select Save. Parents see the new text at once, and every linked parent gets the email again, even for a typo.
To delete it, select Delete and confirm with Delete in Delete Public Note. Parents no longer see it, and they are not told.

The Cloned from AI-generated summary line stays after you edit a copied note.

What parents see

In the web app, under Sessions, the session's card shows the start of the note, and its details page shows the whole note under Session Summary with the date it was last updated.
Parents see the note whatever the session's status. A note you publish on a Submitted session is visible before you complete it.
The email is in English. Bold text and lists show as plain symbols in it.

A session's details page in the parent's web app with the published note under Session Summary — The note in the parent's web app.

What happens next

The note stays editable after you complete the session.
The public note is a separate copy. Editing or regenerating the AI note later does not change it.