Situation
Occasionally a client will arrive for their administration session, go through preparation, but ultimately decide not to consume psilocybin. This leaves their session participant record without a dose — which keeps the session stuck as "Ready" and raises the question of how they should be counted in SB303 reporting.
What to do
Remove the client from the session.
Removing them does two things automatically:
The session is no longer blocked on that client's incomplete status.
The client is excluded from SB303 reporting, which is the correct outcome — they did not receive psilocybin services, so they should not be reported as a client served.
For the step-by-step on where to find the remove button, see Deleting Records & Removing Participants.
Removing a client can't be undone from your dashboard, so double-check before you confirm. If you remove someone by mistake, contact Althea support and we can restore the record for you.
Don't forget the consent-to-be-present form (Oregon)
Removing someone from the session record here only affects reporting — it doesn't change who was physically in the room. In Oregon, everyone present during an administration session must be listed on the "Client Consent for Other Individuals to Be Present During an Administration Session" form, signed by everyone in the session.
So a client who stays in the room but chooses not to take the medicine should still appear on that form. In most cases you'll have completed this at the start of the session — this is just a reminder to make sure that person is included.
If this was a 1:1 (single-client) session
You can't remove the only client from a session. Instead, delete the session.