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✂️ Split One Recording Into Separate Sessions

We're exploring the ability to split a single recording or session into separate sessions, each with its own transcript, note, and client.

It happens more often than any of us would like: you forget to stop the recording between back-to-back clients, a couples session shifts into individual time with one partner, or a crisis walks in mid-hour and suddenly one recording holds two distinct clinical encounters. Today that means a messy transcript and a note that can't be filed cleanly. With splitting, you'd mark where one session ends and the next begins, assign each part to the right client, and get a proper note for each.

The same foundation would cover the reverse problem too: generating two different notes from one session when the encounter genuinely covers two billable services or two family members' charts.

7 comments

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Comments7

  • Kellyanne Richmond

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    Jul 23

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    Merged request

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    2 votes

    Transcripts

    Ive had two separate issues with this when not using the actual platform to see clients. If I accidentally forget to end the session and it rolls into the next session, is there a way to we split the transcript so it can applied to both clients?

    Also, when there were issues a couple weeks ago I had to use something else to record but then realized it didn't matter because I couldn’t add it to the rest of it. Is there a way to add that also?

    • Katerina Philbrick

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      May 19

      Related to this, I’ve had calls disconnect, and ended up with two session transcripts - I’d like to be able to combine transcripts to a single session/note.

      • Upheal Moderator

        Team•

        May 20

        Please try using the AI Assistant for this task — it should help you combine two transcripts into a single note.

        • Katerina Philbrick

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          May 20

          🤦‍♀️ Thank you!!

        • Katerina Philbrick

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          May 21

          Actually, I tried several times, it couldn’t do it. It was able to combine the transcript, but when I asked to replace the last session with the combines transcript it choked. I couldn’t get past that point. I’m not sure how to add in the earlier transcript to the later one manually.

  • Holly Markley

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    Jul 23

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    Merged request

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    2 votes

    2 notes for one session

    I recently had to go out of the video room in the middle of a session with a client due to technical issues. The system made 2 separate notes for this one session. One for the first part, and another one for the second. This was quite confusing and a pain. Can there be a way for this not to happen again?

  • Marina Winkler

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    Jul 23

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    Merged request

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    3 votes

    Separating audio files

    By accident, it sometimes happens to me that I have one recording with two clients in it, because I forget to finish the recording and start a new one. Can you please add the ability to separate one audio file into two files and two clients? Thank you very much.