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Creating and Managing Sessions and Events

How to create CAC Events and FI, Medical, MH and VA sessions, which session statuses are available, and how auto-save works.

Written by Rhonda Wurgler

Sessions record the services your center provides on a case, such as a forensic interview or a therapy appointment. Events record center activities that aren't tied to one case, such as a prevention training or a support group.

Create an event or session

In the left menu, open Create Event and choose what you want to add:

  • CAC Event: a center activity such as a training, outreach event or support group.

  • FI Session: a forensic interview.

  • Medical Session: a medical exam or appointment.

  • MH Session: a mental health appointment.

  • VA Session: a victim advocacy contact or service.

You can also add a session from the matching tab in the case record (FI, Medical, MH or VA).

Adding a session from a service tab

On the FI, Medical, VA and MH Basic tabs, you can enter information on the tab and go straight to adding a session without clicking Save first. What you entered on the tab saves automatically when you create the session.

Adding people to a CAC Event

To add several people to a CAC Event at once, use the People tab on the Home page. Search for the people, select them, and add them to the event.

Session statuses

Each session has a status. The options appear in this order:

  1. Attended

  2. Scheduled

  3. Declined

  4. Client Canceled

  5. Clinician Canceled

  6. Canceled

  7. No Show

  8. To Be Scheduled

  9. Canceled and Rescheduled

  10. Attempted Contact

  11. Didn't Answer

  12. No Response

  13. Other

  14. N/A

Auto-save

Sessions save automatically every 60 seconds while you work, and a message confirms that your progress was saved. It's still a good habit to click Save when you finish.

Auto-save message

Copying a session to a co-victim

When you copy a session to a co-victim, the drop-down only lists cases that are linked on the General tab. If the case you need isn't listed, link it on the General tab first.

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