Sometimes clinicians record notes on the wrong client profile. They then write into support asking if we can transfer the note, but we cannot.

Our only option is to permanently delete it for them from the back end. Also, deleting the note unnecessarily excludes it from their note usage.

I identify clients by their initials. Because two of my clients share the same initials, I mistakenly saved a session into the wrong client’s file. Consequently:

The prompts, treatment plan, and discharge note attached to that session now contain information that belongs to a different client.

Both client records now hold inaccurate data, which could affect clinical decisions and compliance.

When I contacted Blueprint support, I was told there is currently no way to move a session (and its associated data) from one client’s file to another. This leaves me unable to correct the error.

Precise documentation is critical for safe, effective therapy and for meeting regulatory requirements.

Errors caused by identical client initials are common in busy practices; a simple transfer capability would prevent data contamination and reduce administrative burden.

Enabling session reassignment would increase user confidence in Blueprint’s platform and lower support volume for similar issues.

Adding this feature would let clinicians quickly rectify misfiled sessions, making sure each client’s record remained accurate, secure, and compliant.

Similar names - second time I've recorded and save a note to the wrong patient.

Can a feature be added to transfer a note to another client's chart? I've made mistakes in the past and recorded a session under the wrong client and can't transfer to the correct client.

I need a way to move a note to a different client's profile when I accidentally record under the wrong client.

I want to be able to move notes between clients in case I record a note under the wrong client