EI Session Notes is a browser-based tool that helps Early Steps providers write, complete, and store ESDS-compliant session notes faster — without sacrificing quality or compliance. The tool uses AI to draft note language based on your session inputs, then lets you review, edit, and finalize before generating a PDF.

Access EI Session Notes through the Childhood Interventions Provider Hub at tools.childhoodinterventions.com — your email and password are all you need. The hub passes your license key automatically.

Each session note documents an individual visit. The tool walks you through the required fields — and here's the key thing to know: you don't have to write polished, formal language yourself. Jot down messy, shorthand notes (or dictate them out loud) and the AI turns them into a clean, ESDS-compliant narrative for you to review.

The tool includes a built-in signature capture pad so caregivers can sign directly on your device — no paper forms or separate signature apps required.

Understanding how your notes are saved helps ensure you never lose work. Nothing leaves your device until you Download, Save to Drive, or Log for ESDS — everything before that is an automatic draft in your browser. There are two auto-save points, and each is resumed a little differently:

• While you're entering a session (the Session screen), your inputs auto-save. That session shows up as a Resume card at the top of the Home screen — tap Resume to continue.
• On the Review & Sign screen (after you tap Generate), your edits, progress levels, caregiver names, next-session date, and signatures auto-save every 30 seconds and whenever you tap 💾 Save draft. To pick these back up, start the session for that same child again — when the note re-appears you'll be offered Restore to bring back everything you'd typed and signed. (It won't show as its own Resume card on Home — you reopen it through the child's session.)

All three provider tools save into your own EI Records shared drive, organized by child — so a child's session notes, COS documents, and reviews live together in one place, and your caseload stays separate from other providers'. Each tool looks up the EI Records shared drive on your Google account, so nothing is shared between providers.

EI Records                       ← the shared drive you create
└── Alex Sample                  ← child folder (you make it at referral, or the tool does)
      ├── Session Notes
      │     └── 2026-07           ← notes grouped by month
      │           └── 07-10-2026_session.pdf
      ├── COS                     ← COS documents land here
      └── Review
            └── 2026-07           ← progress summaries grouped by month
                  └── Alex Sample_progress_summary.docx

Your responsibilities as the provider:

• Use the tool only on devices you control and that have screen-lock enabled.
• Do not share your license key with anyone outside your organization.
• Store downloaded PDFs only in HIPAA-compliant locations.
• Report any suspected unauthorized access to privacy@childhoodinterventions.com immediately.
• Do not photograph or screen-record session note screens in unsecured environments.

Your cloud roster keeps all the children you serve in one place. Roster data is stored per your license key, so it's available on any device you sign in from.