Renaming a session
On the web:
Open the session you want to rename.
Select the session name at the top of the page.
Enter the new session name.
Click outside the text field to save your changes.
In the mobile app:
Find and open the session you want to rename.
Select the three-dot (...) menu in the upper-right corner.
Select Edit File Name.
Enter a new name for the session.
Confirm your changes.
Deleting sessions
On the web:
Open the session you want to delete.
Select the trash can next to the session name.
Select Delete session to confirm.
In the mobile app:
Find and open the session you want to delete.
Select the three-dot (...) menu in the upper-right corner.
Select Delete session.
Select Confirm.
Deleted sessions cannot be recovered. Make sure you no longer need the session before deleting it.
If you want to learn how to generate notes and send patient instructions, check out our guides below:
Generating clinical notes
Sending patient instructions