Knowledgebase
OCMS Support > OCMS Support > Knowledgebase

Search help:


» Category: Sessions  (Go back)

» Articles in this category:

 
Types of Sessions Article not rated yet
Learn about the different Session types. Sessions Sessions hold the information about the when/where/who of the Services you provide. Think of them as the folder that holds the logistics and details of your activities. Different activities require different types of Sessions.  On the OCM...
Create a Session Article rated 4.0/5.0
The Session form is the folder that holds all of the client interaction details including logistics and Service forms. Instructions and Definitions You will create a new Session every time you provide one or more Services to a Client (i.e. during a one-to-one meeting, language training activity or...
Start a Direct Service Session Article not rated yet
Learn how to begin a Direct Service Session. Start Here Direct Service Sessions are used when the Session is between you and the Client.  Sometimes this Session includes family members, friends and/or interpreters.  Services are delivered to Clients on an individual, one-to-one basis...
Find a Session Article rated 3.0/5.0
Learn how to find past Session forms so you can review, edit, delete or finish an incomplete Session. Start Here The Session Search page allows you to search for existing Session forms for clients registered with your agency. Session forms hold the information about the when/where/who of the ...
Adding Clients to a Session Article rated 3.9/5.0
Learn about adding one or more clients to a Session form. Start Here Click on the Begin New Session link in the My Tasks menu of the sidebar and complete the Session form. Instructions and Definitions Make sure you have completed a Client Profile for all of the Clients that ha...
Adding Service Forms to a Session Article not rated yet
Learn how to add Services to the Client Session. Adding a Service Form to a Client in a new Session Once the Client has been added to the Session Form, a Service Form can be added to the Client.  A default Service Form is automatically added wh...
Starting a Session with a Named Client Article not rated yet
Learn how to begin a Session with a Named Client in the database. Each Session includes a Service form for each client.   Each family member receiving Services in the same Session will be added as a client and will receive a separate Service ...
Copy a Session Article not rated yet
Learn how to copy a Direct Service or Group Activity Session. Start Here To be able to duplicate a Session you first have to open the Session.  The Copy Session option will appear on the Maintain a Session - Edit a Client Session page.  There are 2 ways to get to the Maintain a Sess...
Three ways to Create a Direct Service Session Article not rated yet
Three ways to Create a Direct Service Session A Direct Service Session can be started (3) different ways. Click on: 'Begin New Session' from the side menu 'Begin Session with Client' from the Client profile 'Start Session' from the User Dashboard. ‘Begin a New Session’ from the ...
Delete a Session Article rated 3.0/5.0
Deleting a Session If you have created a session and later decide you need to remove it  scroll to the bottem of the page to delete a session.     It does not matter what kind of service you have created, deleting a session is the same for Direct Service, Language and Group Fo...
 

 
Powered by Help Desk Software HESK, in partnership with SysAid Technologies