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How can I append Actions to Session Notes?

CoachAccountable will ask if you'd like to append recently created Actions to completed Session Notes. This saves you from having to manually type out the Actions assigned to a client during an appointment:

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Which Actions count as having been "created around the time of your session"?

Specifically:
  • Actions created between 1 hour prior to and 2 hours after the declared date & time of the Session Notes, and
  • Actions created within 4 hours of the moment those Session Notes are marked completed.
Note that these times aren't necessarily related to the time you started the Session Notes. The system pre-populates the declared date/time based on the start time, but you're able to modify it freely:
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