Adding Preparation and Integration Sessions

Lex Joyal

Last Update 2 bulan yang lalu

When adding preparation and integration sessions to a client's session, you'll want to be sure that you're adding these to the administration session that they're associated with.


Preparation and Integration sessions will only be associated with the specific session that they are recorded under.


Here's how to add them to the client's administration session:

  1. Navigate to the client's record. 
  2. Select the administration session associated with the preparation and/or integration session you're documenting
  3. Click on the "Preparation" and/or "Integration" tab accordingly
  4. Select "Add Preparation Session" or "Add Integration Session"
  5. Adjust the date and time of the session you're recording.
  6. Write any notes you want to keep for the session. 
  7. Click Save


If you need to edit any of these session, click the pencil icon.

If you need to delete any of the session, click the trash can.


Watch a demo of this process here.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us