If you assigned a session to the wrong client, or held a session anonymously that you later wish to assign to a client, you can reassign the session. This moves the session and notes to a new client.
To reassign a session to another client:
Find the session, either from the Sessions tab or on the client's page.
Click the three-dot icon.
Click Reassign session.
From the list in the Sessions tab:
Or, from the client's page:
Choose the correct client from the dropdown menu, 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, after the session has been reassigned, you can 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.