Add a session

This task card discusses the following:

  • What is a session?
  • Add a session
    • Method 1 – From Add a case
    • Method 2 – From Add a session
    • Method 3 – From Find a case
  • Enter session details
  • Add clients and support persons to the session
  • Add a session – Finish
  • Copy a session
  • Record Referrals to other services
  • Special data entry fields

Key highlights

  • A session must be created within the relevant reporting period for it to be counted in reports.
  • Attendees to a session can be either a client or a support person.
  • Referrals to other services can only be added to a client during the relevant reporting period.
  • The use of special characters such as * & % # @ should not be included in the free text fields.
  • Some programs have special data entry fields that apply to sessions.



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