Session details are set when starting a session, but they can be updated afterward.
This article covers how to update key session details even after the session has ended and the note has been generated.
Note type
DAP, SOAP, Intake, etc
Session type
Individual or Couple
Treatment approach
CBT, EMDR, etc
Setting
Telehealth or in-person
Start time
Automatically timestamped when recording begins
End time
Automatically timestamped when recording ends
Duration
Calculated from Start time and End time
Updating either timestamps will automatically adjust the Duration
How to update session details
Open the Session Record
Locate the fields you want to update from the left sidebar and click Edit
Make the changes, then save
Good to know
Updating certain fields will regenerate the contents of the Progress Note, including:
Note type
Session type
Treatment approach
Updating other fields will not regenerate the Progress Note, but will update the Session Record and related calendar event:
Start time
End time
Duration
Regenerating the Progress Note will replace the current one. You can reference or revert to a previous version using the version dropdown in the lower-left corner of the note.
Updating session details or using Magic Edit does not use additional Session Credits. Only one Session Credit is used per session, regardless of how many changes or regenerations are made.
FAQ
I made changes to a Progress Note but I need to revert back to the original version... is that possible?
I made changes to a Progress Note but I need to revert back to the original version... is that possible?
Yes, you can go back to a previous version of the Progress Note anytime using the version dropdown in the lower-left corner of the Progress Note!
Check out this help article to learn more: Revert back to a previous version of an existing Progress Note