SageReport for private practice

Expert reports, in your own clinical voice.

The gold standard for report writing is now available for private practice. SageReport drafts thorough, integrated evaluations in minutes, from a single upload of your files, under your license, with your data kept entirely yours. Deep assessment coverage and customization throughout, built for the way you practice.

HIPAA & FERPA compliantBAA availableSpecialized templates

Clinician working on a laptop in a warm, plant-filled private-practice office

Built for independent and group private practices. Every evaluation at the standard your reputation rests on.

170+
assessments supported
75–90%
reduction in report writing time
5.65
average hours saved per report

The platform

Everything between raw scores and a signed report.

SageReport handles the tedious and challenging parts of an evaluation: data entry, score tables, proofreading, and translating complex results into clear, readable narratives. You stay the clinician on every page.

170+ assessments supported

Scored and integrated automatically across cognitive, academic, behavioral, speech-language, motor measures and more.

Secure transcription & mobile upload

Capture and upload interviews, audio recordings, handwritten notes, and photos of hard copies directly into your cases with the SageReport mobile application.

Parent-friendly language

Translate complex results into plain language families actually understand, without losing clinical precision. Clinical and academic style is available.

Drafted in your voice

Integrated narratives that read like you wrote them. Set your tone, templates, and standard language once, and SageReport keeps to it.

Coming soon: custom templates

Bring your own report structure, graphics, and letterhead. SageReport drafts in your style; you review, refine, and finalize as the author.

Psych, OT, SLP, and more.

Write single-discipline reports as an individual user, or multi-discipline reports as a team.

SageReport mobile

Your caseload, in your pocket.

Record interviews, analyze language, transcribe observations, upload hard copies, and track every due date. All from your phone, linked to your SageReport account.

Coming soonApp StoreComing soonGoogle Play

Mobile transcription and note-taking

Transcribe and take notes on the go from anywhere with your mobile device.

Document scanning

Upload hard-copy documents or handwritten notes and add them straight to your case.

View active cases

Monitor due dates and check for outstanding files from your mobile device.

iOS and Android supported

Support for both iOS and Android mobile devices is included with your subscription.

What it changes

Outcomes that show up in your practice.

For a private practice, every hour spent formatting a report is an hour not spent with a client, or with your family. SageReport gives that time back without compromising the work itself.

Reinvest your time

Reports in minutes, not weekends. Spend your billable hours on evaluation and care, not on transcription and formatting.

Expand capacity, help more clients

Address referral backlogs and expand your practice to better support your community.

Consistent, defensible quality

Every report meets your standard: thorough, well-organized, and aligned with your practice, whether you write one a week or one a day.

Own your work, fully

Your reports, your client records, your clinical voice. Export reports that reflect your findings precisely.

Security & compliance

Built for protected health information.

Private practice means you hold both education records and protected health information. SageReport is designed for the security and compliance both demand.

HIPAA compliantFERPA compliant

SOC 2 Type II audit in process

BAA included

A signed Business Associate Agreement is available for every clinician.

Education records covered

Evaluations and records are handled to the full FERPA standard.

Your data stays yours

Client records and reports are never used to train AI models. Ever.

Encrypted everywhere

All data is encrypted in transit and at rest.

Secure infrastructure

Stored and processed on Google Cloud Platform.

Access you control

Role-based permissions and a full audit history across your practice.

In private practice

Clinicians who got their time back.

30+ years experience
It just feels like there's hope… my passion had been a bit reignited. Just feeling like it's doable again, like you can see that light at the end of the tunnel.
KK
Karen Kruse
Speech-Language Pathologist · California
14 years experience
It handled complex medical data beautifully and still highlighted strengths.
JR
Julia Roman
Psychologist · South Carolina
30+ years experience
This is amazing!! It is pure magic! It's as if all my thoughts through the assessment process were put together in written form for me. Forever grateful!
EB
Emily Bowes
Psychologist · California

See SageReport on your own cases.

Book a 15-minute demo and we'll walk through a real evaluation in your discipline: your assessments, your template, your voice.

Start your free trial today. No credit card, no commitment required.

Built for psychologists, SLPs, and occupational therapists in private practice.