Ask out loud
Speak naturally and hear the answer. Ask a follow-up, or interrupt to clarify, like a conversation.
Ask about a client the way you’d ask a colleague. Apollo reads their intake, treatment plan, and saved notes, then gives you a short answer and shows where it came from.
Talk out loud or type. Get a briefing before a session, find the session where something came up, or tidy up the note you’re writing.
Open Ask Apollo from any page in the app. If you have a client open, Apollo starts with that client.
Speak naturally and hear the answer. Ask a follow-up, or interrupt to clarify, like a conversation.
Type your question when you can’t talk freely. Apollo remembers whether you prefer voice or text.
Open the intake, treatment plan, notes, or transcript passages behind an answer.
Ask for a quick briefing on the client you’re about to see. Apollo looks at their intake, treatment plan, and most recent saved notes, and tells you what to follow up on.
Recap the last session and the homework you agreed on
See what changed over the last few sessions
Find the sessions where a topic came up, even months ago
Ask about the session on a specific date
Answers that come from a client’s records include a Sources button. Open it to read the intake details, treatment plan, notes, or transcript passages Apollo used, and switch between a note and its transcript.
Ask Apollo
Client: Sam
Give me a quick briefing on Sam.
Last session: Two panic attacks at work, both before team meetings. Practiced paced breathing.
Homework: Paced breathing before Thursday’s team meeting.
Follow up on: How the meeting went, and sleep.
Sources · Intake, treatment plan, 3 notes
What has changed over the last few sessions?
Sleep is improving. Sam slept 6+ hours on 4 of 7 nights last week, up from 2.
The panic attacks now happen only at work, mostly before meetings.
Sources · 3 notes
Find the sessions where we talked about work email.
Two sessions:
September 25: Sam said checking email in bed kept them awake.
October 4: Sam agreed to turn off work notifications after 9pm.
Sources · 2 notes
How is Sam doing on the treatment goals?
Fewer panic attacks: Some progress. Down to 2 a week.
Sleep 6+ hours most nights: Improving steadily.
Back to the office 3 days a week: Not discussed in 5 weeks.
Sources · Treatment plan, 4 notes
Ask how a client is doing on their goals, which goals haven’t come up lately, or how a session fits the plan. Apollo compares the intake and treatment plan with what you documented in each saved note. Drafts stay out of client history until you save them.
Open a note and tell Apollo what to change. It can check what’s missing, tighten a section, or reword a passage you’ve selected.
Ask what’s missing or unclear
Rewrite the whole note, one section, or the text you select
Review each change before you apply it
Restore the original version at any time
Nothing changes until you select Apply changes. You stay in charge of every word.
Ask Apollo
Client: Sam
What’s missing from this note?
Two things:
The note doesn’t say whether risk was assessed.
The Plan doesn’t say when you’ll meet next.
Make the Assessment section shorter.
Here’s a shorter Assessment. Nothing changes until you apply it.
Sam’s panic symptoms occur mainly before work meetings
, a pattern that has become more consistent over the past few weeks. Sleep is improving, and this may be helping.
Suggested edit
Add that we’ll meet again next Tuesday.
Here’s the Plan with your next session added.
Continue paced breathing before work meetings. Next session: Tuesday.
Suggested edit
Put the original note back.
Here’s the note as it was when you opened it. Apply it to undo every change since then.
Suggested edit
Ask about a client’s records: a briefing before a session, what changed recently, progress toward treatment goals, or when a topic came up. You can also ask about the note you have open, ask Apollo to edit it, or ask it to open a page, such as a client’s latest note or a new treatment plan.
From the client’s intake, treatment plan, saved notes, and session transcripts. Answers based on these records include a Sources button, so you can check them. Drafts aren’t included until you save them.
Only when you approve it. Apollo opens each edit as a proposed revision. Select Apply changes to use it, or Cancel to keep your text. You can also ask for the original version back.
If you have a client’s profile open, Apollo starts with that client and shows their name at the top. You can also name the client in your question. If more than one client matches, choose the right one. Archived clients aren’t included.
Only for voice. You can type every question instead. For voice, allow microphone access in your browser, and use a private space, because Apollo answers out loud.
Yes. The free plan lets you try it. Essential includes 100 requests and 1 hour of voice chat a month, and Advanced includes 200 requests and 3 hours. Apollo reminds you when you’re running low.
Apollo only looks at the clients in your account, and only when you ask. Notes and transcripts are encrypted with AES-256, every account gets a signed Business Associate Agreement (BAA), and your data is never used to train AI models. See how we protect your data.