You can use Althea to create and manage workflows and documentation for both individual and group sessions. When plans change, you can also turn group sessions into individual sessions and combine individual sessions in one group sessions.
This article covers:
How to create a group session
How to view different participants in a group session
How to assign multiple facilitators and designate specific clients
How to convert an individual session to a group session
How to move a client to an existing group session
For an overview on sessions and clients, see Client and Session Records.
Creating a Group Session
A facilitator can create a group session from either the Sessions tab or directly from a Client page, by clicking the Create Session button.
Select the Center and Session Administration Date. These fields are not required in order to create a session and can be added later. However, state forms are tied to the Center and will only be available once that is specified.
Select the Session Type: individual or group. If you choose group, you will need to add more than 1 client. Otherwise, it will automatically be converted to an individual session. You can always start with an individual session and add clients to it later.
Viewing a group session participant
You can toggle between group session participants using the dropdown menu in the upper right corner of the second section.
Adding and Assigning Facilitators
Group sessions can have multiple facilitators and you can assign a facilitator to different participants. The assigned facilitator for a participant in a session controls the following things:
The facilitator that the participant is instructed to reach out to with questions
The facilitator that will be notified when a form requires a facilitator signature
Note, this does not impact who can sign forms. Any facilitator in the session may sign forms that require a facilitator signature.
To add another facilitator, click the upper dot-menu button, click Add Facilitator, and select the facilitator (or type in their email address if they are not already associated with the selected center).
To assign specific facilitators to specific clients, click the lower dot-menu button and
For more information about assigning facilitators, see Managing Multiple Facilitators in Sessions.
Converting an Individual Session to a Group
Open the individual session that you would like to turn into a group.
Then click the lower dot-menu button and click Add Participant
Select the participant you would like to add.
This assumes you do not already have a session with this client, so forms and other information will start as new for this client. If you had already created a different session with information you would like to copy over, see the next section below.
Moving a Client to a Group Session
Open the session that contains the forms and other details you would like to apply to the new group session.
Click the lower-dot menu next to their name and select Move Participant.
Select the existing session you would like to move the client to
For more information about moving clients to different sessions, see Moving a Session Participant to a different Session.
Let us know if you have questions or need help adjusting group sessions. You can reach us via in-app chat or at [email protected].