Running Group Sessions (BETA) in Hi Rasmus

Our Group Sessions (BETA) feature allows providers to run a session for multiple learners with multiple staff all in one place!

Note: If integrated with a Practice Management software other than Lumary, group sessions will not automatically link to an appointment in your Practice Management System, the appointment will need to be manually linked to the session!

 

The Group Sessions feature is still considered a BETA feature, so please be patient as we work on refining this feature! Expect changes to the feature as we continue to collect feedback from customers.

1. To begin a Group Session select the down arrow next to [Start Session] and select [Start Group Session]

Screenshot 2024-05-08 at 12.10.02 PM

2. Select [Add Group Participant] to add additional participants to the session. Select the client and their appropriate sessions from the dropdown menus.

Screenshot 2024-05-08 at 12.13.00 PM

Select the client, their appropriate sessions and the staff running the session from the dropdown menus and select [Add]

3. Once participants and their staff are added, select [Start Group Session]

4. Utilize the Client Tabs at the top of the page to navigate between client sessions. 

You can add a participant / staff at any time by selecting the [+] sign at the top of the page. 

5. Select [Finish Session] at the bottom of each client's session to end a session for a client. 

6. Select the clients you would like to end the session for and select [OK]