Sessions and Feedback Screen
In the ‘Sessions and Feedback Screen’ click on the client that you wish to add a new session to and then click on the button ‘New Session’.
Session Date and Time
The system defaults to the current date and time. To change the date click on the calendar icon to the right. To set the time click on the clock icon to the right.
Session Type
The system defaults to ‘face to face’ as this is the most common session type. If this is a phone consultation with a client then select ‘Phone’, if it is an online consultation such as Skype Chat we suggest you select ‘Online’.
Click Save to save the session details or cancel to exit without saving.
Adding Sessions with Quick Survey
A session is automatically created when you select a case on the Case and Client List Screen and click the Quick Survey button. The Sessions is created for that day and time and added to the Case. You can see the Session details on the top of the Survey created by the Quick Survey option.
Editing and Deleting Sessions
To edit the session click on the blue edit icon to the right of the row.
To delete the session click on the red delete button to the right.
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