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You can choose which sessions to start with — more can be added anytime.
Fix a typo or update their details — this doesn't affect sessions or notes.
Tidy up the whole file before exporting — this is a one-off edit, your original dated entries are untouched.
Add an optional closing summary — it's saved as a final case note. You can reopen them later if you need to.
This permanently deletes their case notes, saved session results and plan. It supports data-erasure requests and cannot be undone.