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Moving a note from one client to another

Recorded a session under the wrong client? You can move it to the right one yourself, as long as the note isn't finalized yet.

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Written by Jesse

How to move a session

  1. Open the session.

  2. In the note, click the Details tab.

  3. At the bottom, click Move to another client…

  4. If you cannot see Move to another client, unlock the note.

  5. Search for the client it belongs to and click their name.

  6. Click Move session.

The session now shows up under the new client and no longer appears under the old one.

Right after you stop recording

While the session is transcribing, or just after it finishes, a Move to another client button also appears in the session panel. It opens the same window, so you can fix the client before the note is written.

Things to know

  • Everything moves together. The recording, transcript and note all go to the new client.

  • The note's wording doesn't change. If it was already written, read it over for anything specific to the old client, like their name or diagnosis.

  • Finalized notes can't be moved. Once a note is finalized, the button no longer appears.

  • Not during a recording. Stop the recording first, then move it.

  • Archived clients don't show up in the list. Restore the client first if you need to move a session to them.

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