Objective

Steps to create a multi-participant therapy session in Zensible, ensuring that therapists can efficiently manage client participation.

Key Steps

Step 1: Select Session Type

• Open Zensible and navigate to the session creation page.

• Select a session type that supports multiple participants.

Step 2: Choose Clients

• Use the search bar to filter and select one or more clients from your existing client list.

• After selecting the desired clients, click on 'Add Participants'.

 Step 3: Understand Primary Participant Designation

• Note that the first selected participant is marked as the primary participant.

• This designation is for system purposes only; clients will not see who is marked as primary.

 Step 4: Remove Participants if Necessary

• If you need to remove a participant, click on the remove option.

• If the primary participant is removed, the next participant will automatically be marked as primary.

 Step 5: Add New Clients Manually

• To add a new client not in the system, click on the option to add a client manually.

• Use your Gmail ID with a '+' and the client's initials if you do not have their email.

• Note that the email ID is mandatory, but the phone number is optional.

 Step 6: Confirm New Client Addition

• After entering the new client's details, click on 'Add Participants' to include them in the session.

 Step 7: Consent for Automatic Transcription

• The primary client's consent for automatic transcription will apply to all participants.

 Step 8: Switching Session Types

• If you switch from a multi-participant session to an individual session, the primary client will remain.

• If you switch back to a multi-participant session, the previously selected primary client will still be there, but secondary clients will be removed.

 Step 9: Save the Session

• After adding all desired participants, click 'Save' to finalize the session.
  

Cautionary Notes

• Ensure that you have the correct email addresses for all clients to avoid issues with adding them.

• Be mindful of the primary participant designation, especially in couples therapy, as it is only for system use and not visible to clients.

Tips for Efficiency

• Familiarize yourself with the client list to quickly select participants.

• Use the search filter effectively to find clients faster.

• Regularly update client information to ensure smooth session creation.