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Anonymizing Client Names in Transcripts

I would like to request a feature related to transcript labeling and privacy.

Currently, transcripts automatically include the client’s name. Ideally, I would like one of the following options:

The ability to automatically replace the client’s name with “Client” in all transcripts , the ability to assign a client ID number instead of using their name, or a setting that allows the user to choose how participant names appear in exported transcripts.

This would help to maintain stronger privacy standards and reduce identifying information when storing or moving transcripts.

1 comment

This request was merged into another request

Comments1

  • Upheal Moderator

    Team•

    Feb 19

    @Tara Martin Thanks so much for the suggestion — this is actually already possible today.

    If you go to your Note settings, under “Note identifiers” you can choose how your client is referred to in transcripts and notes. The available options are:​

    • Client

    • First name

    • Member

    • Patient

    You can find the step‑by‑step instructions in this support article.