Tutorial
Click “New Report” in the Reports Dashboard
Fill in the sections (dropdowns, fill-ins, checkboxes) that you’d like included in your report.
In each section (Reason for Referral, Records, Interviews, Observation, Testing, Summary), click on the “Copy to AI” button.
Paste (Control V) in your AI (recommended: School Psych AI, Bastion GBT)
Copy the output from the AI
Click the “Paste from AI” button in Simple Reports
Follow this pattern for each section
When you’re ready to export, click the “Export to Word” button on the top of the page
FIll in the Demographic information
Click “Export to Word” button again to receive your final product!
