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Reassigning a session to another client
Reassigning a session to another client

Switching which client a session and its notes belong to.

Aviva Glassman avatar
Written by Aviva Glassman
Updated over 4 months ago

If you need to switch clients for a session that's already processed, you can reassign the session. This moves the session and notes to a new client.

  1. Find the session, either on your dashboard or on the client's page. Or, go to the session page itself.

  2. Click the three-dot icon.

    From your dashboard or the client's page:

    Or, from the session page:

  3. Click Reassign session.

  4. Choose the correct client, and click Assign.

    You can also create a new client at this point if you don't yet have the correct one in Upheal.

Now, you'll see that the session belongs to the new selected client.

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