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SageReport Expands Platform with Mobile Transcription, Team Sharing and More as Pilot Shows 96% Adoption

SageReport evaluation platform shown on a desktop screen and a mobile phone, with a psychoeducational report draft on desktop and mobile transcription in the app

SageReport supports the whole school-based clinical workflow, both while writing at your desk and on-the-go during the evaluation process.

SageReport district dashboard on a desktop monitor listing evaluations across multiple schools, with student rows showing grade, assigned staff, status, and overdue flags.

District leaders see the progress of every case, reassign work as caseloads shift, and catch timeline risks before they become disputes.

Two chat panels from SageReport's Case Assistant float over a laptop: one drafting a meeting prep brief, parent handout, and social story for a student's eligibility meeting, the other answering a question about a failed hearing screening by citing page 2

Case Assistant is a case-aware helping hand across the whole platform: draft the documents a meeting needs, or find the one detail buried on page 27.

Nobody was required to use it, yet 55 of 57 school psychologists adopted Sagereport in an optional pilot and kept using the platform into a second school year.

School psychologists are some of the busiest professionals in a school building. They are not adopting a new tool unless the value is obvious from day one.”
— Adrienne DiMatteo
WILMINGTON, DE, UNITED STATES, September 16, 2026 /EINPresswire.com/ -- SageReport, the AI-powered evaluation platform built for school-based clinicians, today announced a major expansion of its platform alongside district pilot results that look nothing like the rest of education technology. The platform now includes a mobile app with secure transcription and direct upload of hard copies and notes; Document Studio, offering unlimited document creation across a clinician's entire workflow; Case Assistant, a secure, case-aware resource embedded across the platform; and multidisciplinary team sharing for districts where reports are written collaboratively. Accounts are currently available across school psychologists, speech-language pathologists, occupational therapists, BCBAs, special education teachers, and more.

In SageReport's lighthouse district pilot at a major metropolitan school system, 96 percent of the district's entire school psychology department adopted the platform and continues to use it actively into a second school year.
Industry research shows how unusual that is. A Glimpse K12 analysis of $2 billion in school spending, covering 200,000 software licenses across 275 schools, found that 67 percent of educational software licenses go unused on average, and in some districts as many as 90 percent sit idle (EdWeek Market Brief, 2019). More recent research reported by The 74 puts the figure at more than 65 percent of purchased licenses typically going unused.

Quality is moving with speed, not against it. In pilot surveys, 95 percent of respondents said their reports are more complete and defensible with SageReport. This stands in contrast to the quality, security, and reliability issues clinicians face when using generic AI tools that were never built for clinical documentation or student data privacy.

"School psychologists are some of the busiest professionals in a school building. They are not adopting a new tool unless the value is obvious from day one," said Adrienne DiMatteo, CEO and co-founder of SageReport and a school psychologist. "Most of what makes report writing slow is mechanical: pulling scores, records, and observations into one document. Our users average 1.9 hours per report, measured in the field from real caseloads. What I'm proudest of is what we hear users tell us those 1.9 hours involve: a psychologist thinking about their student, what the results actually mean, and what this report needs to say about this child. Outside of just the hours back to provide direct service to students, our users report deeper connection with their students and greater presence of mind at work."

The expanded platform builds on SageReport's core capability: generating a fully integrated psychoeducational report from a single upload, combining AI with more than 21,000 encoded clinical rules and state-specific eligibility logic:
SageReport Mobile brings secure transcription to evaluation interviews and note-taking, alongside rapid phone upload of handwritten notes and protocols, all flowing directly into the report
• Document Studio gives clinicians unlimited document creation for their entire workflow, from referral paperwork through resources for parents and students
• Case Assistant is a secure, case-aware resource that can be called on across the platform, with district and discipline best practices built in
Multidisciplinary team sharing lets evaluation teams collaborate on a single case across disciplines
HIPAA and FERPA compliance, with a completed SOC 2 Type 1 audit and BAA required for private practice subscription

About SageReport
SageReport, Inc. is the evaluation platform for school-based clinicians, founded by a school psychologist who knew firsthand that school psychology is one of the most compliance-heavy, documentation-intensive professions in education, and that no one had built technology for it. SageReport is headquartered in Atlanta, Georgia. Learn more at sagereport.com.

Michael Cassidy
SageReport
+1 203-610-7630
email us here

Hear from clinicians who got their time back without giving up report quality.

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