Deleting Session Notes and Transcripts

As mental health professionals, maintaining control over documentation is essential for ethical practice, confidentiality, and accuracy. Whether you need to delete a note due to errors, outdated information, or privacy considerations, NovoNote AI Scribe allows you to securely remove session notes and transcripts - ensuring your records remain precise, relevant and aligned with best clinical practices.

Here are 3 main ways you can delete notes and transcripts:

• By deleting both notes and transcript in a session
• By deleting just the transcript of a session
• By auto-deleting all existing and new transcripts after a set duration in the Account Settings

How to Delete Both Notes and Transcript in a Session

1. Select the specific session from your NovoNote Home page or from your Clients' profile.

2. Select the option to "Delete Session":

• Note: This will permanently delete the session and all associated data such as the Notes and Transcripts. The client profile will remain as well as any other sessions under the client. 

How to Delete the Transcript in a Session

1. Select the specific session from your NovoNote Home page or from your Clients' profile.

2. Select the "Transcripts" view and the option to "Delete Transcript":

• Note: This will permanently delete the transcript for this session - the Note will still remain attached to the session. However, you will not be able to regenerate the Note on a different template.

How to Auto-Delete Transcripts 

1. On your NovoNote Home page, select the dropdown arrow option next to your name on the top right:

2. Then, select the "Transcripts" option from the dropdown list:

3. You will then see the settings for auto-deleting session transcripts after a note is created; select your option from the dropdown list ranging from 1 hour, 1 day, 1 week, 1 month, 3 months, 1 year, 7 years or never.

• Note: This will apply to all transcripts, including previous or existing transcripts.