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AI Hybrid Sessions - An Introduction for Care Team

A new type of appointment in the Client Team Application (CTA) with available workflows from a library for the AI Therapist Assistant

 

Introduction to AI Hybrid Sessions

 

Expected Outcomes:

After completing this article, you should be able to:

  • Schedule a new AI Hybrid session in the Client Team Application (CTA).

  • Join an AI Hybrid session.

  • Add an AI Therapist Assistant to a session with a client.

Purpose/Short Description:

This article introduces the AI Hybrid session type and provides a step-by-step guide for healthcare providers on how to schedule and manage these sessions.

Tags:

CTA, AI Hybrid, AI Therapist Assistant, AI, TA, Counseling, Counseling Team, Clinicians, Scheduling, Provider Portal, Video Call, Patient Support

Audience:

Healthcare Providers, Admins, Counseling Team

 

How to Schedule an AI Hybrid Session

 

Scheduling an AI Hybrid session is similar to scheduling a regular appointment. Follow these steps to set it up correctly:

  1. Open the CTA application.

  2. Schedule a new appointment as you normally would.

  3. From the Appointment Type dropdown menu, select AI Hybrid.

  4. Add the client and clinician to the session.

  5. Select one or more Workflows for the session.

    Note: At least one workflow is required to save an AI Hybrid session. If the Save button is not enabled, please ensure you have selected a clinician, client, and at least oneIn workflow.

 

How to Join and Manage an AI Hybrid Session

 

Clinicians and clients can join an AI Hybrid session from the CTA application. Currently, the iOS and Android mobile apps do not support AI Hybrid sessions. Clients can join from a web browser using the link in their reminder email or SMS message.

  1. Join the session: Once the session is active, the clinician and client will be connected.

  2. Add the AI Therapist Assistant: The AI Therapist Assistant (AI TA) will not be in the session initially. To add the assistant, either:

    • Click the + AI Therapist Assistant button to add the assistant yourself, or

    • Enable the + AI Therapist Assistant menu button so the client can browse and add an assistant.

    [SCREENSHOT: In-session screen showing the "+ AI Therapist Assistant" menu button.]

  3. Greet the client: Once the AI Therapist Assistant joins, it will begin with a brief introduction.

  4. Manage the conversation: The AI Therapist Assistant will then guide the client through the selected workflow.

    • Intrerrupt / Mute/ Pause the AI: If you need to speak with the client directly, click the Mute AI button. The AI Therapist Assistant will complete its current phrase and then pause. This will allow you to speak with the client without interruption.

    • Skip to Next Workflow: As clinician, you may Skip to the next workflow at any time. AI TA will announce to the client that a change was made and will proceed to the content of the next workflow in queue.
    • Remove the AI: To remove the AI from the session completely, select Remove AI Assistant (by name) from the + AI Therapist Assistant menu. The session will continue with just the clinician and client.

    Note: If you add the AI Therapist Assistant back into the same session, its progress in the workflow will be saved.

 

Important Tips for AI Hybrid Sessions

 

  • AI Interaction: The AI Therapist Assistant will only interact with the client. It will not respond to or be verbally directed by the clinician.

  • Workflow Limitations: Currently, only one workflow is supported per session. Changing workflows mid-session will not be effective.

  • Client Transcription: The client will see a transcription of their conversation with the AI Therapist Assistant only. The clinician's conversation with the client will not be included.

  • Leaving the Session:

    • If the clinician leaves the session while the client and AI Therapist Assistant are still speaking, the session will continue. The clinician can rejoin at any time.

    • If the client leaves the session while the AI is still active, the client can rejoin, and the AI Therapist Assistant will be ready to pick up where they left off.

 

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