---
title: "Hi Rasmus | Lumary Troubleshooting: How do I update a note/activity that's already been sent to Lumary?"
description: Watch the video below and/or read the step by step guide of how to update a note that's already been sent to Lumary
---
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October 7, 2025
# Hi Rasmus | Lumary Troubleshooting: How do I update a note/activity that's already been sent to Lumary?
## Watch the video below and/or read the step by step guide of how to update a note that's already been sent to Lumary
⚠️ **A few important notes:**
- If a Lumary appointment already has a billing item created, that appointment cannot be undone and any changes made in Hi Rasmus will not be reflected on the Lumary appointment.
- The following User Privileges dictate the ability to update an already completed session note. **It is up to your organization to ensure that your internal processes and user privileges within Hi Rasmus meet your compliance standards for updating completed notes.**
- Unrender Activities
- Reopen and edit activities
- Preserve signatures when reopening/editing activities
- Any Hi Rasmus activity that is re-sent to Lumary, but fails to fully send to Lumary due to the appointment being completed on the Lumary side will reflect the status of "Completed from Lumary"
### Updating Notes / Activities Already Sent to Lumary
---
### **Step 1: Undo Completion in Lumary**
1. In **Lumary**, locate the completed appointment.
2. **\[Right-click\]** on the appointment and select **\[Undo Completion\]**.
3. When prompted, decide if you need to **Clear all previously entered appointment actual start & end times**.
4. Click \[**Save\]**.
- Once complete, the appointment color will change from **green** (completed) to **yellow** (scheduled).
---
### **Step 2: Open the Session Note in Hi Rasmus**
1. In **Hi Rasmus**, navigate to the **Session Note** that needs updating.
---
### **Step 3: Unrender the Session**
1. Click the **\[three grey lines\]** to the right of the user’s name.
2. Select **\[Unrender Activity\]**, then click **\[OK\]**. 
- The green **“activity note has been sent to Lumary.”** banner will change to **blue**, indicating it needs to be sent to Lumary.
---
### **Step 4: Reopen the Session Note**
1. Click the **\[three grey lines\]** again and select **\[Reopen Activity for Editing\]**. 
2. A pop-up will appear asking whether to **erase** or **conserve** the original signature.
- 🚨Your options depend on user privilege settings.
3. - The **blue “Session notes are ready to be sent to Lumary.”** banner will change to **yellow**, indicating the session note needs to be completed and/or signed.
Click **\[OK\]**.
---
### **Step 5: Edit the Note**
1. Click on the blue bar **\[complete session notes\]**
2. Depending on the session note template, you may see a banner at the top with a series of blue circles- click the circles from **left to right** to review and make updates to your session note.
3. Click **\[Continue\]** after making your changes — updates will be saved automatically.
4. Once you’ve completed all sections, you’ll see the **updated session note** displayed.
---
### **Step 6: Sign and Resend**
1. **\[Click Sign and Save\]** the note if a new signature is needed OR **\[Save Session Note\]** if no new signature is needed
2. The **yellow Lumary banner** will change back to **blue**, indicating it’s ready to be **resent to Lumary**.
3. Select **\[Send now\]**
---
-Updated October 2025
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