Create individual notes from a couples session

Most insurance companies require an identified client for couples’ work. I used to easily create an individual note from a couples note, but the Assistant now requires more and more coaching to do so. It would be incredibly helpful for this to be part of the Assistant’s skillset to easily meet insurance requirements.

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Upvoters
Status

In Review

Board
💡

Feature Request

Date

About 2 hours ago

Author

Robyn Klein

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