Editing patient details

To change a patient's name, date of birth, pronouns, or intake notes, edit them from the patient detail page.

Steps

1. Open the patient from the sidebar
2. Click Edit at the top right of the patient detail page
3. Adjust the fields
4. Click Save changes

The form is the same one used to create a new patient.

What's editable directly on the detail page (no Edit button needed)

A few fields can be toggled inline on the detail page without going through the Edit form:

• Therapy modality — pill buttons under the patient's profile info. Click to toggle each modality on/off (you can have multiple). At least one must remain selected.
• Note format — three pills: Default, SOAP, DAP. Default uses your global setting from Settings → Notes.

These changes save immediately. No Save button needed.

What you can't change

• The patient ID — internal identifier, never exposed
• Created at — the date the patient was added; shown as "Patient since"
• Session list — sessions can't be reassigned to a different patient

If you need to fix something structural (wrong patient assigned to a session, e.g.), contact support.

Editing while a session is recording

Don't. The patient's session list updates in real time, and editing patient details mid-recording can confuse the active session. Stop the recording first, then edit.