If speakers aren't assigned correctly in your session transcript, you can change the speaker assignments and even split or merge statements.
(If there are just a few minor inaccuracies in the transcript, don't worry, it won't have much of an effect on your note.)
Changing speakers
Go to the Transcript tab.
Click on the three-dot icon.
Click Reassign speakers to start the transcript editor.
To change the speaker of a statement, click the speaker's name beside the statement.
You can switch all the statements between two speakers, or reassign a single statement. (This is extra helpful for couples sessions!)
Change the speaker of this statement only:
Switch everything this speaker said with a different speaker:
When you're finished, click Update to save your changes.
If you want to cancel all of your changes, clicking Reset discards all of your edits and returns the transcript to its original state.
Splitting and merging statements
Sometimes, only part of a statement is incorrectly assigned. In that case, you can split up statements and merge them back together as needed.
Splitting statements
In the transcript editor, hover over the statement you want to spilt.
Click Split. The statement separates into two.
Select the correct speaker for the new statement.
Merging statements
In the transcript editor, hover over the statement you want to merge with another.
You'll see a plus tab on the top and bottom of the statement.
To merge the statement with the one above or below it, click on the plus.
By default, the new merged statement's speaker will be the speaker from the topmost statement, but you can always change it.
Remember to click Update when you're finished.
Generating a new note after changes
Transcript edits aren't automatically reflected in your notes, so we recommend regenerating your notes if you've made significant changes to the transcript.
Please be aware that this will overwrite any edits you've already made to the note.
To regenerate a note after making changes to the transcript:
Go to the note you'd like to reprocess.
Click the three-dot icon near the top of the note, and click Regenerate note.
To confirm, click Regenerate.
After a few minutes of processing, you'll get a new note.