NovoNote allows you to quickly reassign a session note if it has been linked to the wrong client, helping you maintain organised and compliant client files.
Clinicians typically use this feature when:
A session note was accidentally assigned to the wrong client.
A duplicate client profile was created, and notes need to be consolidated.
Re-assigning sessions to another Client
1. Locate the note/session. Open the relevant session from either the Home page (which displays recent sessions) or the Client's profile.
2. Click "Re-assign Session"
3. Select the correct client. Use the Search bar to find a client, or select from your recent clients list.
4. Changes will be saved automatically. The session will now appear under the newly selected client's profile.
Why This Matters
Enhances Accuracy – Ensures that all documentation aligns with the correct client’s history for improved treatment continuity.
Minimises Errors – Prevents misattribution of clinical notes, safeguarding client data and compliance with confidentiality regulations.
Watch this short walkthrough to see exactly how to reassign a session to the correct client in under a minute:
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