New Mobile App Navigation with Group Sessions

Owned by Meredith Ouimette
Last updated: Nov 24, 2020 by sanchita.shinde (Unlicensed)
2 min read


DEPRECATED With the new mobile app launch, when completing a group session, the navigation for session is through Collect Data and then Returning to the Calendar.

Description

Details

Other TIps

Description

Details

Other TIps

1

Log in with User Name & Password

Go through the Collect Data Icon

 

 

2

Select Client(s) for your Group Session

 

 

3

Select all programs for your group session

 

 

4

Collect data for all programs across all clients

 

 

5

When the data session is complete, PRESS THE BACK BUTTON to go back to the main menu enter the calendar icon

 

  • All data is saved when you press the back button

  • Do not press sync

6

Once in the Calendar:

  • Select the first appointment, complete the session note and verification,

  • Then press the back button to go back and select all other appointments that are part of the group ( one at a time)

  • Complete each appointment session note and verification separately

 

  • Do not press Sync until all sessions/session notes/verifications are completed

7

Once all appointments are completed, press sync to complete the group session.

You should then receive confirmation that the sync was successful.

Log Out

 

  • Once all appointments are synced, all session notes should be viewable in the file cabinet and the schedule on the website