Althea

Welcome to the Althea software overview. This guide covers the structure of the platform, how to manage client records, schedule sessions, and utilize the built-in assessment and reporting tools.

Getting Started with Althea: Facilitator & Admin Guide

How every Althea user signs in and finds their way around.

Logging In and Getting Started

What to do if you can't get into your account.

Login Troubleshooting

I don't see the Center where I want to schedule a session. What do I do?

Statuses in Althea

Client and Session Records

Adding and Removing Participants from a Session

Data Privacy and Security

"Test" Accounts in Althea

How do I send surveys and forms to clients?

Getting through the Oregon regulated pathway required documentation.

The OHA Forms Flow in Althea

Facilitators and Service Centers

Managing Multiple Facilitators in Sessions

DORA/DOR forms for Facilitators and Healing Centers

Colorado Forms

TC Tobin-Campbell

Niko Skievaski

Andrew Conley

Onboarding

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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