Editing a past session

Completed sessions can be re-opened at any step.

Common reasons

• Fix a typo in the note
• Add a billing code you missed
• Regenerate a meal plan the family asked to adjust
• Update a goal

What happens when you edit

• Affected documents (PDFs, Superbill, CMS-1500) regenerate
• Audit trail captures every change
• Original versions are preserved — you can roll back

Edit-safety guidelines (e.g., what's safe to change after submitting to a carrier) coming soon.