The note editor is fully editable until you finalize. Click into any section, type, save. There's no "edit mode" toggle.
What's editable
Every section of the note. Which sections you see depends on the note's format: Subjective, Objective, Assessment and Plan for SOAP; Data, Assessment and Plan for DAP; Behavior, Goal, Problem or Situation, then Intervention, Response and Plan for BIRP, GIRP, PIRP and SIRP. See Note formats.
Session Recap
The client's diagnoses, the session's times, office and CPT code are in the session panel's Details tab. Diagnoses belong to the client and use the same picker as the client page (search by code or name, e.g. "F41.1" or "anxiety").
Edits autosave as you type, with a short debounce. There's no separate save button — close the session, come back tomorrow, your edits are still there.
A section you have changed shows an Edited by you tag next to its heading, and a section that came from an imported note shows Imported. Both tags matter when you regenerate: those sections are kept unless you choose otherwise.
Regenerating one section
Each section heading has a small Regenerate button on the right. It rewrites that section from the session and leaves every other section as it is. Use it when one section missed the point and the rest of the note is fine.
The transcript and the session details
The transcript is in the Transcript tab and stays editable until you finalize. Editing it doesn't change the note until you regenerate.
The session's date and times are under Details › Length — click Edit. The length drives the CPT check.
Office, CPT code, and deleting the recording or transcript are in Details too.
If the transcript is genuinely wrong (a misheard word that changes meaning), fix it in the Transcript tab, or edit the note directly to reflect what was actually said.
Who's speaking
The Speakers card at the top of the Transcript tab has one row per voice.
Therapist / Client / Other sets who that voice is. It changes every turn from that voice and never changes its name. Only one voice can be the therapist: if the speakers came out reversed, click Therapist on the right voice and the other one becomes the client.
Click a name (the one with the pencil) to rename the voice, for example to a partner's first name. Press Return to save or Esc to cancel. Renaming never changes the voice's role. A name another voice already uses is refused, unless both voices have the same role, in which case Confidant offers to merge them.
Click a turn's avatar to move just that turn to another voice, or choose New speaker. Add a speaker adds an empty voice to the card.
Names and roles reach the note the next time you regenerate. A voice you haven't named shows in the card as the client's name (or "Client 2", "Other"), and the note refers to it with your usual client or patient wording. A voice you have named is referred to in the note by that name.
Tips for fast editing
The editor uses standard textareas — Cmd-Z (undo), Cmd-Shift-Z (redo) work as expected
Cmd-A selects all in the current section, useful for "this whole paragraph needs rewriting"
The Transcript tab is there for reference while you write — you can copy phrases out of it
When to edit vs regenerate
Edit when the note is mostly right but specific phrasing is off or facts are slightly wrong
Regenerate when the whole tone is off (too long, too short, wrong modality voice, missed a major topic), or when you want a different format. Regenerating keeps the sections you edited by default; see Regenerating a note.
Regenerate one section (the button on its heading) when only that section is wrong.
To steer a regeneration, type what you want in the Instructions for regeneration box above the Regenerate button ("make the assessment shorter", "add a safety statement") before you click it.
Editing after finalizing
Once you finalize a note, all sections become read-only, along with the session's times, CPT code and exam. The Finalize button becomes Unlock… — click it, then Unlock, to edit again.
The reason for the lock is medico-legal: a finalized note represents the official clinical record at a specific time. Editing it after the fact muddies that record.