To add branches and branch types to an already created session:

1. Navigate to the Clinical module and click Sessions
2. Click on the session name to open the session
   • Or, click the icon to open a session in a new window
3. Click the gear icon and then select Re-order/Edit Branches
4. Select a learning tree in the Choose a learning tree… drop-down
5. Click on the branches in the learning tree to add them to the session
   • Or, enter the name of the branch in the search bar
   • Click the funnel icon to filter branches by criterion level.
   • Click the All drop-down to filter branches by resource branch types.
6. All branches added to the session will appear under “Current Branches”
   • To re-order branches, click and drag the icon next to each branch.
   • To delete branches, click the trash can icon and then click Yes to confirm the removal of the branch.

Adding branches to a session from a learning tree:

1. In a learning tree, click the data collection icon next to the branch and select Add to a Session

1. • If the branch has been previously added to the session:
     • Click the session name under “Remove from Session” to remove the target from the session
     • Click Yes to remove the branch from the session
2. In the “Add To Session” pop-up, select the session to add it to the branch
3. Click Add to Session

Click here to learn how to create a session.
Click here to learn more about sessions.

If you cannot locate your session data (summary), this usually occurs because on a previous date, the user did not End Session. Since the session summary is tied to the Start Date, only one session summary was generated and that date will have to be the one selected in the note to find your session summary.

You can check your Start Date by:

1. Navigating to the Clinical module and click Sessions
2. Click on the session and in the upper right-hand corner, click the clock  icon, which is the History
3. Locate the session you want to review and you will see the Started: date, this is the date you will use to pull in your session data

When you are on a Session and are prompted to Unlock Audio by your device browser, update your browser settings.

To update your browser settings:

1. Click the browser menu on the top right-hand side of the browser toolbar
2. Select Settings
3. Scroll to the bottom of the screen and click Advanced 
4. Click Content Settings
5. Click Sound
6. Enable the toggle Mute sounds that play sound 

To add and view comments in a Session:

1. Navigate to the Clinical module and select Sessions
2. Click the Session you want to review
   • Or, navigate to the  Contacts module and select Clients
   • Click the name of the client you want to review Sessions for, then click the Session name in the Learning Trees widget, located in the client’s Dashboard
3. All unseen comments added will be identified under each goal on the left sidebar, with a red notification with the total number of new comments pending to be viewed
4. Click the goal you want to review or add comments to
5. All comments that have not been marked as seen by any user will be displayed
   • Up to the last 10 seen comments will also be shown in the Session
6. Scroll down on the right-hand side details panel and click to expand the Comments section
7. Click the Mark as Seen  icon to acknowledge you have read the comment and remove it from the red notification counter
8. Click Add a comment, type a comment, and click Enter. Once a comment is added, it will be counted as a new comment in the red notification center for other users with access to the Session to identify the new comment added
   • Click the Mark as Seen  icon if you want to mark a comment you have authored, as seen

Important Notes:

1. If you added a comment, you and other users with access to the Session will have the option to Mark as Seen  
2. If the comment was marked as seen, it will not have the option to Mark as Seen , or the username and timestamp when the comment was seen
3. Comments can only be marked as seen once, no matter how many users have access to the Session. Once the comment is marked as seen by one user, no other user will have the option to mark it as seen

A session date and time can only be modified when the session is active. The start and pause time of the current session can be modified, and the data will then be updated in the Session Summary. Once the session is completed or has ended, the time and date cannot be modified, and the Duration will be updated to the total session length.

To edit the time and/or date of an active session:

1. On the active sessions page, click the pause icon
2. Click the settings icon and select Edit Session Times
3. Click the pencil icon next to the session you want to edit
4. Under Start Time
   • Click the date field and select a start date from the calendar
   • Click the time drop-down and select a start time or enter the new time
5. Under End Time
   • Click the date field and select an end date from the calendar
   • Click the time drop-down and select an end time or enter the new time
6. Click the red save icon

While the session is still active, the Duration displayed in the Session Summary will be shown as 00:00:00 and will not be updated to the total session length until the session ends. Please note, changing the session time only changes the start, pause, and end times of the session and the same data on the session history. Changing the session time and date does not change the time the data was collected on the targets/branches from the session.

Click here to learn who can edit an active session time and date.

You can create a one time group session to teach two or more students that are not taught together and do not need a classroom.

To create and start a one time group session:

1. Navigate to the Clinical  module and select Sessions
2. Click Group Sessions on the top right-hand side
3. Go to the Individual Clients section
4. Click Choose a Client and enter the client’s name
5. Click the Choose a Session drop-down and select the client’s session
   • You must first have an individual session for the client in order to add them to a group session. Group sessions are made up of already created sessions
6. Click Add Client
7. Add more clients by repeating steps 4 to 6 above. Up to 6 clients can be added to the group session. You will see your clients populate in the list with an assigned color
8. Click Start Session

Click here to learn how to create a group session classroom.

To access, delete, or edit a group session:

1. Navigate to the Clinical module and then Sessions
2. Click Group Sessions on the top right-hand side
3. All created group sessions will be displayed under the Saved Classrooms section
4. To access a group session click the classroom name
5. To delete group sessions
   • Click the trash can  icon on the top right-hand side
   • Click the x icon next to the classroom you want to delete. The classroom will be immediately deleted
   • Click the trash can  icon to remove the option to delete from the classrooms
6. To edit group sessions
   • Click the pencil icon on the top right-hand side
   • Click the pencil icon next to the classroom you want to edit
   • The Edit Classroom pop-up will be displayed. Edit the classroom name, clients’ order and sessions, delete clients, and/or add clients as needed
   • Click Save Classroom
   • Click the pencil icon to remove the option to edit from the classrooms

Click here to learn how to create a group session classroom.

Click here to learn how to create a one time group session.

To create a Group Session:

1. Navigate to the Clinical module and select Sessions
2. Click Group Sessions on the top right-hand side
3. Go to the Create Classroom section on the bottom
4. Click Choose a Client and enter the client’s name
5. Click the Choose a Session drop-down and select the client’s session
   • You must first have an individual session for the client, in order to add them to a group session. Group sessions and classrooms are made up of already created sessions
6. Enter a client’s name in the Choose a Client search bar and select a session in the Choose a Session drop-down
7. Click Add Client
8. Add more clients by repeating steps 4 to 6 above. Up to 6 clients can be added to the group session. You will see your clients populate in the list with an assigned color
9. Click Enter a classroom name to enter the classroom name
10. Click Save & Start Session and you will be redirected to start the group session
11. Your classroom session will be added to the Group Sessions page, under the Saved Classrooms section

Click here to learn how to create a one time group session.

Click here to learn how to access, delete, or edit a group session.

1. Navigate to the Clinical module and select Sessions
2. Choose a Session
3. View the following information in the client’s session:
   
   
   • Data Fields
     • Change Branch Name
     • View Branch (Learning Tree branch opens in new window)
     • Data collection type
     • Graph with last 3 graphed data points & most recent phase change lines (if applicable)
     • Last graphed data point
     • Date target was last graphed
     • Therapist whom graphed the last data point
     • Last 3 prompts used (max)
     • Number of trials last graphed
     • Autosave Timer (Every 3 minutes)
     • Graph Target (Manual)
       • Graphing Task Analysis multiple times
       • Graphing behavior by episode (Frequency, Duration, & Rate)
       • Graphing when Maximum Trials are established
       • Graphing Probe trials
         • Therapist Manually graphs after FIRST trial & in Bulk at the end of session
         • Graph First Data Entry Only must be selected on Targets for this workflow
   • Trial Activity
     
     
     • Specifies trial values within a data point
     • Specifies prompts used
     • Minimum/Maximum trial slots pre-loaded
     • Any blank trials (skipped or unselected) will show up in raw data as “No data collected”
   • Description Text
     
     
     • Displays description from the Data branch
   • Instructional Notes
     
     
     • Displays instructional note from the learning tree (Program Sheet)
       • Only filled in fields will appear
       • Place instructional notes on Short Term Goals to appear on Data branches in session & If Data branches have instructional notes as well (even if empty), the Short Term Goal notes will not appear
   • Most Recent Comments
     
     
     • Displays most recent comments between staff about a target
     • New comments that have not been marked as seen will be included in the notification and in Session and on Learning Tree for 7 days
     • All past comments are housed in the Learning Tree Comments section

1. Navigate to the Clinical module and select Sessions
2. Choose a client’s session or +ADD NEW
3. In a client’s session, the following information is in NET view:
   
   • The Save Progress button, which allows users to keep data in the data sheet until “Graph Target” or “Graph All” and “End Session” is selected.
     • An auto-save timestamp appears next to the “Save Progress” button, displaying the last time data was saved and if there are any unsaved changes. The auto-save timer saves data every 3 minutes, but does not graph any data.
     • Data collected after the previous auto-save will be saved. Users can also exit the session without saving data again after pausing the session.
   • Skill acquisition goals
     • Specifies Data Collection Type
     • Specifies Current Phase
   • Scroll up and down screen
   • Clicking on goals in Target View will move to that goal in NET View and Analysis & Programming View 
     • Over buttons   (return to previous trials or advance to subsequent trials) 
     • Current score displayed at the bottom
       • For Backward/Forward Chain Task Analysis, only the current step is calculated in the score
         
   • Task Analysis & Minimum/Maximum Trials
     
     
     • Blue Slider Bar (Remaining Trials) 
     • Eyeball (View all Previous & Subsequent Trials)