Exporting summaries

Dive lets you export session summaries in two ways. You can export a single summary on its own, or bundle several appointments into a long-term summary that exports as one combined document. Both produce a DOCX file you can take into Word, refine, and share.

Export a single summary

1. Open the patient and click into the summary you want to export.

2. In the summary toolbar, click Export to DOCX.

3. The DOCX downloads automatically. The filename includes the patient’s name and the date.

Long-term summary: export multiple summaries together

When you want one document that combines several sessions — for a referral, an end-of-treatment report, or a periodic clinical update — use the long-term summary flow.

1. Open the patient profile and go to Appointments.

2. Click New Long-Term Summary. The appointment list switches to multi-select mode.

3. Tick the appointments you want to include in the export.

4. Optionally attach a referral document to be merged into the export.

5. Click Submit. A single combined DOCX downloads when it’s ready.

Tip

The output is one DOCX with the selected summaries concatenated in order — not a zip of separate files. The filename includes the patient, the date, and a short suffix so you can tell multiple long-term summaries apart on the same day.

Output language

Both flows export in your default summary language — the same language Dive uses when it summarizes recordings for you. To change it, update the summary language setting on your profile.

Availability

Availability

• Single-summary export is available on every plan.
• Long-term summary (multi-summary export) is available on the Advanced plan and above.

Caution

Only the therapist assigned to the patient — or an organization admin/owner — can export summaries. Colleagues with read access to the patient can open the summary but won’t see the export action.