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Editing client and session information in notes
Editing client and session information in notes
Aviva Glassman avatar
Written by Aviva Glassman
Updated over a week ago

At the top of your notes, you’ll see a header that includes information about the client and the session. From here, you can change your client’s profile information, as well as information about that specific session.

Changing a client’s information

From the session header, you can edit the client’s name, pronouns, email, phone number, date of birth, sex, and address. These changes apply to the client’s general record, and they will reflect in all of your future session notes and update in existing notes.

  1. Hover over the Client section of the header.

  2. Click Edit client.

  3. Make changes, and click Update to save.

Changing session information

From the session header, you can edit the session title, summary, date and time, duration, format (in person or online), and CPT code.

  1. Hover over the Session section of the header.

  2. Click Edit session.

  3. Make changes, and click Update to save.

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