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.
Find the session, either on your dashboard or on the client's page. Or, go to the session page itself.
Click the three-dot icon.
From your dashboard or the client's page:
Or, from the session page:
Click Reassign session.
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.
Optionally, regenerate session notes to match pronouns and other relevant personal information.
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.