There is a form in Oregon called the Psilocybin Product and End of Session (PPES) form that has already reached notoriety for complexity. We have an article and video deep-diving this form, but sometimes things still go wrong.
First, make sure you complete the first part of that form by send it out as part of preparation. That is what enables the Sign Client Release Form button on the Administration tab of a Session.
If you didn't get that completed ahead of time, here's what you can do to ensure an expedient process for the client when their session ends:
Go into the session and see if the "Psilocybin Product and End of Session" form was sent. If not, add the form, and then click Send Doc Batch. Don't worry that it includes all the other forms - that is fine.
From the Session, locate the client's name, and then click "View Portal" in the menu next to their name.
Once in their portal, you can open the PPES form and fill in the details that were needed to be collected ahead of time.
Once the client and facilitator come out, you can have the client sign 2 times, the facilitator once, and you are now nearly done with this form!
The remaining part of the form is about product waste, so you don't need the client there anymore to complete it. You can complete it on your own time. To find this part of the form, head to the Administration tab of the Session and look for the link in the bottom middle for the Psilocybin Product form. Click it and complete it.
Once all three parts are complete, you will see it all collated together when you view it in the future from the Preparation tab.
Hope this helps!