Session Management

This guide explains how to effectively manage client sessions in Cognix Health, from check-in to completion.

Session Workflow

Check-In Process

1. Client Arrival

• Mark client as arrived in the system
• Verify insurance eligibility
• Collect any required payments
• Update contact information if needed

2. Pre-Session Tasks

• Review previous session notes
• Check treatment plan goals
• Prepare session materials
• Set up session room or telehealth

During Session

1. Session Management

• Start session timer
• Record attendance
• Track session objectives
• Document interventions

2. Real-time Tools

• Access treatment plans
• View progress data
• Record observations
• Track goals and outcomes

Session Completion

1. Wrap-up Tasks

• Complete session documentation
• Schedule follow-up appointments
• Update treatment plans
• Generate homework or resources

2. Post-Session Actions

• Finalize session notes
• Process billing
• Send client communications
• Update progress reports

Session Types

In-Person Sessions

1. Room Management

• Check room availability
• Set up required equipment
• Ensure privacy measures
• Maintain cleanliness protocols

2. Physical Resources

• Access therapy materials
• Use assessment tools
• Manage session supplies
• Document resource usage

Telehealth Sessions

1. Platform Setup

• Initialize secure video connection
• Test audio and video
• Share necessary materials
• Ensure client connectivity

2. Virtual Tools

• Screen sharing capabilities
• Interactive whiteboard
• Digital resources
• Recording options (if permitted)

Progress Tracking

Goal Monitoring

1. Treatment Objectives

• Track goal progress
• Update milestone achievements
• Document setbacks
• Adjust goals as needed

2. Outcome Measures

• Record assessments
• Track standardized measures
• Document functional improvements
• Generate progress reports

Client Engagement

1. Participation Tracking

• Monitor attendance patterns
• Record engagement levels
• Document homework completion
• Track between-session progress

2. Communication Log

• Record client interactions
• Document phone calls
• Track messaging history
• Note consultation details

Best Practices

Session Management

1. Time Management

• Start and end on time
• Allow documentation time
• Plan session activities
• Maintain focused objectives

2. Quality Care

• Follow treatment plans
• Maintain professional boundaries
• Document thoroughly
• Ensure client safety

Documentation Standards

1. Clinical Requirements

• Meet compliance standards
• Include required elements
• Document accurately
• Maintain timeliness

2. Risk Management

• Document safety concerns
• Record interventions
• Note client responses
• Track incident reports

Remember to maintain professional standards and documentation requirements throughout each session to ensure quality care and compliance.