Go-Sessions makes it easier for new or existing clients to complete forms in your office using a tablet, without needing to use the Client Portal. A practice user can start a Go-Session from the client’s chart, select the forms the client needs to complete, and provide a tablet for the client to fill out and submit the forms.

After the client submits the forms, the completed forms are available in ICANotes+ under the Documents tab and in the client’s chart face.

Use Go-Sessions when a new or existing client needs to complete forms while physically present at your office.

Go-Sessions is especially useful for:

• Collecting intake forms from new clients during their first visit.
• Providing clients with a tablet to complete forms in your office.
• Collecting additional forms from existing clients during an in-person visit.
• Allowing clients to complete forms without needing to use the Client Portal.

A practice user starts a Go-Session from the client’s chart and selects one or more forms for the client to complete. The practice user then authenticates the client using the scanner and provides the tablet to the client.

The client completes and submits the selected forms on the tablet. The client must complete and submit the forms within 3 hours of starting the session.

After the client submits the forms, the practice user can verify that the forms were successfully submitted and view them in the Documents tab and in the client’s chart face.

Start a Go-Session

To start a Go-Session and provide the client with the selected forms:

1. Go to the client’s chart.
2. Select the Communications tab.
3. Expand the Go-Sessions accordion.
4. Click Start a New Session.
   
   
   
   
5. Select one or more forms for the client to complete.
6. Click Review.
   
   
   
   
7. On the Confirm Session screen, review the selected forms.
8. To add or remove forms, click the back button and update the selection.
9. When the selected forms are correct, click Start Session.
   
   
   
   
10. In the Go-Sessions accordion, locate the QR code on the left and the selected forms on the right.
11. Scan the QR code using the tablet.
    
    
    
    
12. Authenticate the client's details.
    
    
    
    
13. Verify that the selected forms appear on the tablet.
    
    
    
14. Give the tablet to the client.

The client can now complete the forms. The client must complete and submit all forms within 3 hours.

Access an Active Go-Session Using a Copied Link

Practice users can copy the link for an active Go-Session and open it in a new browser tab.

To access an active Go-Session using the copied link:

1. In the Go-Sessions accordion, locate the active session.
2. Click Copy Link.
3. Open a new browser tab.
4. Paste the copied link into the browser address bar and open the link.
5. Continue with the Go-Session workflow.

The copied link provides another way to access the active Go-Session without scanning the QR code.

Complete Forms on the Tablet

After receiving the tablet, the client can complete the selected forms:

1. Review the list of forms and click Next.
2. Complete the first form. The page indicator shows the current page and the total number of pages, such as Page 1 of 3.
3. Click Submit after completing the form.
   
   
   
   
4. Complete each remaining form and click Submit after completing each form.
5. Continue until all selected forms are completed and submitted.
6. Return the tablet to the practice user after all forms are submitted.

The client sees a confirmation message after all selected forms are successfully completed and submitted.

Verify Submitted Forms

After the client returns the tablet:

1. Verify that the forms were successfully submitted.
2. Go to the Documents tab.
3. Locate the submitted forms.
   
   
   

The completed forms are also available in the client's chart face.

Exit a Session at Any Time

The client can exit the session at any time while completing the forms. A confirmation message appears before the session is closed.

The client's progress is saved when they exit. They can return to the session and continue completing the forms before the session expires.

1. Go-Sessions allows new or existing clients to complete forms in the office using a tablet, without needing to use the Client Portal.
2. A practice user starts the session and selects the forms before providing the tablet to the client.
   
3. The client must complete and submit the selected forms within 3 hours.
   
4. The client can exit the session at any time and return to complete it before the session expires. Their progress is saved when they exit.
5. Completed forms are available in the Documents tab and in the client’s chart face.

Who can use Go-Sessions?
Go-Sessions can be used for new or existing clients who need to complete forms while at your office. Clients can complete and submit forms using a tablet without needing to use the Client Portal.

Can a practice user select multiple forms for a client?
Yes. A practice user can select one or more forms when starting a Go-Session.

When should the tablet be given to the client?
Give the tablet to the client after the client’s details have been authenticated and the selected forms are available on the tablet.

How long does the client have to complete the forms?
The client must complete and submit all selected forms within 3 hours of starting the session.

Where can completed forms be viewed?
Completed forms are available in the Documents tab and in the client’s chart face.