Session Completion Flow

We have introduced a new session completion flow to make it easier to complete your sessions, whilst also helping guide through your members between session activities. This update is designed to reduce admin while giving you more control over how your members are supported between sessions.

1. New session completion/invoicing flow

When completing a session this is the new user interface you will see, let the finance team know how to outcome of this session - remember to check the to be invoiced toggle, and that the session details are correct. Let us know how the session went, and where it took place.

2.  Guide between-session support with Companion

1. You can now set a Pathway for your member - helping Companion support them between sessions through interactive conversations.

   Pathways are designed around common challenges, including:

• Stress & burnout
• Anxiety & worry
• Sleep

Once selected, Companion will work with your member on these areas between sessions, reinforcing what you’re covering in therapy.

3. Add a personal message (optional)

You can include a short message for your member - click the green message bubble on the pathway line to access this space. Companion will share the message at the start of their next interaction. This is a simple way to reinforce focus, motivation, or next steps.

4. Continue setting Activities as usual

You can still assign activities on the final screen, just as before

5. Who is it suitable for?

Between session support through Companion and Pathways are currently only available to members using the free HelloSelf app. *Please note Oxford Talking Therapy/IAPT members are not permitted to use the companion tooling.

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