Group Sessions on the Mobile App - New and Improved!

Owned by sanchita.shinde (Unlicensed)
Last updated: Dec 04, 2020 by Safwat Eleish (Unlicensed)
4 min read

Group sessions have a new and improved look on Rethink’s mobile app! This feature is now available if you have group sessions with or without data collection. Rethink offers a new, simplified navigation when you have group sessions with multiple clients. Follow the steps below to try this new feature.

STEP AND DESCRIPTION

MOBILE APP IMAGE AND DETAILS

STEP AND DESCRIPTION

MOBILE APP IMAGE AND DETAILS

1

LOG IN ON THE RETHINK MOBILE APP WITH YOUR USERNAME AND PASSWORD

GO TO THE CALENDAR TAB

 

2

ONCE YOU GET TO THE CALENDAR SCREEN YOU WILL SEE YOUR APPOINTMENTS. YOU WILL HAVE TWO OPTIONS WHEN SELECTING APPOINTMENTS FOR A GROUP SESSION.

OPTION 1:

SELECT ALL APPOINTMENTS FOR THE GROUP SESSION, MANUALLY SELECT THE OVERLAPPING APPOINTMENTS NEEDED.

 

 

3

OPTION 2:

CLICK ON “GROUPS” IN THE TOP RIGHT HAND CORNER TO VIEW ALL GROUP APPOINTMENTS.

 

4

CLICK ON COLLECT DATA, SELECT ALL PROGRAMS FOR YOUR GROUP SESSION, AND TAP ON THE RIGHT ARROW TO BEGIN DATA COLLECTION.

 

*IMPROVEMENT TO GROUP SESSIONS:

*IMPORTANT TO NOTE THAT WITH EACH CLIENT YOU CAN NOW SEE THE APPOINTMENT TIME, SERVICE, A VERIFICATION TAB AND A SESSION NOTE TAB WHEN ENTERING DATA.

 

 

 

5

ENTER DATA FOR ALL CLIENTS IN GROUP SESSION

 

6

COMPLETE SESSION NOTES AND VERIFICATIONS FOR MULTIPLE CLIENTS IN THE GROUP SESSION (1 AT A TIME).

COMPLETE YOUR SESSION WITH ALL REQUIRED FIELDS.

TAP THE BACK ARROW TO COMPLETE THE ADDITIONAL SESSION NOTES AND VERIFICATIONS FOR OTHER CLIENTS.

 

 

7

SYNC ALL COMPLETED DATA SESSIONS, SESSION NOTES, AND VERIFICATIONS FROM THE GROUP SESSIONS.

BEFORE SYNCING, MAKE SURE ALL SESION NOTES AND VERIFICATIONS ARE COMPLETED.

*TIP - ONCE ALL APPOINTMENTS HAVE COMPLETED SESSION NOTES AND VERIFICATIONS, THE BUTTONS WILL TURN GREEN INDICATING THESE ARE COMPLETED. ONCE THESE ARE GREEN, YOU ARE READY TO SYNC.

 

8

OFFLINE MODE

IF YOU NEED TO PREPARE FOR AN OFFLINE SESSION, YOU WILL NEED TO LOG ON TO THE MOBILE APP PRIOR TO YOUR SESSION, TO PRESET YOUR CLIENT(S).

FOLLOW THESE STEPS

  • LOG IN WITH CONNECTION

  • GO TO COLLECT DATA

  • SELECT CLIENTS YOU WILL NEED TO WORK WITH IN OFFLINE MODE

  • LET THE PAGE LOAD FOR THOSE CLIENTS

  • LOG OUT OR BEGIN YOUR SESSION IN OFFLINE MODE

  • During offline sessions, users should have access to appointments, data entry, session notes, and verification of all preselected appointments

 

9

CONTINUED SESSIONS WITH GROUP APPOINTMENTS

TO COMPLETE A CONTINUED SESSION:

  • TAP ON CONTINUE WHEN LOGGING IN

  • TAP ON THE CALENDAR WHICH INDICATES CONTINUED APPOINTMENT/DATA COLLECTION

  • CONTINUE WITH DATA COLLECTION, SESSION NOTES, AND VERIFICATION

  • SYNC DATA WHEN READY AND APPOINTMENT IS COMPLETE

  • LOG OUT

 

 

 

10

GROUP SESSIONS WITHOUT DATA ENTRY - USE OF SESSION NOTE AND VERIFICATION ONLY (EX. SUPERVISION SESSION)

  • FOLLOW THE SAME STEPS YOU WOULD TO COMPLETE A SESSION WITH DATA ENTRY EXCEPT FOR THE PROGRAM SELECTION

  • TAP ON THE CALENDAR

  • SELECT APPOINTMENTS FOR GROUP SESSION

  • TAP ON COLLECT DATA

  • TAP THE RIGHT ARROW TO BYPASS THE PROGRAM SELECTION

  • VIEW CLIENTS APPOINTMENT TIMES WITHOUT DATA ENTRY

  • COMPLETE SESSION NOTES AND VERIFICATIONS FOR ALL CLIENTS

  • SYNC

  • LOG OUT

 

 

 

 

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