Accurate clinical documentation is essential for mental health practitioners, ensuring that patient records remain organised, clear and correctly attributed.
However, there may be instances where a note is mistakenly assigned to the wrong client. In such cases, having a simple and secure way to reassign notes is crucial for maintaining accurate records and upholding professional and ethical standards.
Reassigning notes may be necessary in the following situations:
A session note was accidentally assigned to the wrong client.
A duplicate client profile was created, and notes need to be consolidated.
Re-assigning session to another Client
1. Locate the note/session.
- Navigate to the Sessions or Client Profile in NovoNote.
- Identify the note/session that needs to be reassigned.
2. Click "Re-assign Session"
3. Select the correct client.
- Type the client’s name via the search bar.
- Alternatively, select the appropriate client from the recent list.
4. Changes will be saved automatically.
- The session will now be transferred to the correct client profile.
How This Feature Improves Efficiency
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.
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