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Deleting session transcripts
Juraj Chrappa avatar
Written by Juraj Chrappa
Updated this week

If you don't want to store your session transcripts, you can delete them manually or automatically.

Important note

Without a session transcript, you won't be able to change note types, generate a Treatment plan, get a post-session summary for your client, or use other upcoming transcript-based features.

Deleting a session's transcript

If you want to delete a single session's transcript:

  1. From your dashboard or the session's page, click the three-dot icon beside the session name.

    From your dashboard:

    From the session page, at the top of your screen:

  2. Click Delete transcript.

  3. Click Yes, delete on the confirmation message.

Setting up automatic transcript deletion

If you know you don't want to keep any of your transcripts, you can set them to delete automatically once your notes are generated. Please keep in mind that features including changing the session's note type, regenerating the note, Treatment plans, and more won't be available without transcripts.

  1. In your Settings, go to Practice settings.

  2. Scroll down and switch on automatic transcript deletion.

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