Have you accidentally recorded an appointment under the wrong team member's account? Do you always record notes for another team member? There are three ways to move a note to another Team Member's account. These are:

Transferring a note after stopping the recording.
Transferring a note while editing.
Transferring a note from the inbox.

See below for more details on each:

Transferring a Note After Stopping the Recording.

Toggling the Transfer New Notes setting will automatically open a menu to transfer new recordings to a Team Member after pressing the stop button. This setting is useful if you're primarily recording on behalf of other members of the team (e.g., when assisting a DVM).

When not to use: If you want to maintain ownership of your notes (e.g. if you are a DVM).

Step 1: Log into the Web App, and go to Your Account Settings.

Step 2: Toggle On "Transfer New Notes"

Under the Team settings, toggle on Transfer New Notes.

Note that this is currently a device-dependent setting, meaning all clinic computers will need to have this toggled on separately.

Step 3: Finish recording and select a user to transfer the note.

After finishing a recording, this popup will appear. Select the team member you would like to transfer the note to, and click Transfer. The note will then be moved to their Inbox.

If you would like to transfer a note after a recording has been completed, please follow the steps below!

Transferring a Note while Editing

Use this method if you are on the Edit Note page, and would like to transfer the note to another Team Member.

Note: You cannot transfer another team member's note; you can only transfer your own.

Step 1: Open the note and click your name in the top right.

Step 2: Select a user to transfer the note to.

A popup will appear prompting you to select the team member you would like to transfer the note to. Select the user from the dropdown, and click Transfer.