How to Queue Multiple Workflows for AI Hybrid Sessions

Expected Outcomes:

• After completing this article, you should be able to successfully schedule a Counselor Appointment within CTA

Purpose/Short Description:

• This article will guide you through the process of managing multiple workflows for AI Hybrid Appointments/ Sessions within the Client Team Application.

Tags:

• AI Hybrid, Workflow, Series, CTA, Counseling,

Audience:

• Counseling Team

Body Content: Step-by-Step Instructions

• Note:
  
  1. Previously Scheduled Sessions:  
     • Existing Appointments can be updated with additional Workflows. To Add additional Workflows, Open the Session's Card and click next to the existing workflow(s):
     • 
  2. New Sessions : 
     • Create New AI Hybrid Sessions are created normally and will support multiple Workflows.

• Managing Multiple Workflows in an Active Session: While in an active Session,
  
  • As a Clinician on an Active AI Hybrid Session, Select the Book/ Library Icon at the bottom right of the Session Window:
    
  • The order of the workflows can be changed by dragging a selected workflow to the desired position
  • Workflows can be deleted by selecting the re trashcan icon on the right of the workflow (see above)
  • To add additional workflows, select the + Add Content button and select from the available library:
    
    
    
  • To skip to the next Workflow:
    
  • You will be prompted to Confirm that you are ready to proceed to the next workflow:
    
  • AI Therapist Assistant will let the Client know that Therapist has updated the session and will ask if Client is ready to proceed.