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Edit And Finalize Your Notes

Access and edit your notes

  1. You can view the notes you've created today in the Dashboard and you can access all previous notes in by clicking on All Past Sessions
  2. Just click inside any section to make changes, edits save automatically.

Customizing note settings

You can adjust how your note is written anytime:

  • Format: Bulleted or Narrative
  • Length: Concise or Standard
  • Identifier: Client or Patient

When you change a setting, Nesso will regenerate the note and replace the current content, including any manual edits you’ve made.

Changing the treatment approach

You can update the treatment approach from the Note tab. Once you do, Nesso will regenerate the note so everything stays aligned with your updated approach.

Copying your note

Click Copy Note to copy the entire note to your clipboard, then paste it into your EHR. If you prefer, you can also copy individual sections.

Marking a note as Done

Use Mark as Done to keep track of the sessions you've transferred over to your EHR and the ones that still need attention. If you want to revisit something later, you can always undo it before making further edits.

Error messages

  • "Unable to Generate SOAP Note": Nesso couldn’t capture usable audio. Please double-check that your microphone is working.
  • "No Transcript Available": The transcript was deleted, so the note can’t be regenerated.

If you keep running into issues, try Troubleshooting Your Session or email support at hello@nessoapp.com for help.