Start a session from the correct profile, record goal data and notes, then finish the session with the outcome that matches what occurred.

Before you begin

Make sure the correct client or student is selected in Profiles before selecting Start Session. Only Active goals can be selected for data collection. A goal in Proposed is not available until it is moved to Active.

Start the session

1. On the selected profile's Dashboard, find Quick Actions.
2. Select Start Session.

Selecting Start Session immediately creates an in-progress session and opens Session Details.

3. Review the session setup:
   • Service
   • Location
   • Date
   • Time
   • Duration (mins)
   • The client or student shown as the attendee

If a service or location is missing, select it before recording goal data. The session remains In Progress until you finish it.

Select goals for the session

1. Select Select contact goals for this session.
2. Choose the active goals you plan to address.
3. Return to Session Details.
4. Open a selected goal to record responses.

Record goal responses

Use the response controls that match what occurred:

• Correct records a correct response.
• Incorrect records an incorrect response.
• Prompt records a prompted response and provides a prompt-type selector.

As you add responses, check the response count, number correct, Per Trial %, and Average Score %. If you select the wrong response, correct it before finishing the session.

Repeat these steps for each selected goal.

Add the session note

Enter the session note manually, or select Generate to create an AI-assisted draft. Check the draft against what occurred during the session and correct unsupported or inaccurate statements.

Important: Review and edit an AI-assisted session-note draft before finalizing the record. Confirm that it applies to the correct client or student and accurately reflects the goals, response data, assistance, and clinical observations. Generated text does not replace professional judgment.

Finalize the session as delivered

1. Select Finish.
2. In Let's finalize this session, select Delivered under Session Outcome.
3. Review attendance, each goal summary, and the session note.
4. Under Billing Review, check the service, payment status, session fee, and billing code.
5. Select Save as Delivered.

This procedure covers Delivered. The same screen also offers Absent, Client Canceled, and Provider Canceled. Choose another outcome only when it matches what occurred and your organization has defined how to use it.

After you finish

iSpeax returns to the Sessions list. The completed row displays Delivered, and the message The session has been saved as Delivered confirms the result.

Return to the profile to review the saved session. The dashboard and reports can use completed session data to show performance and goal progress.

If you started the wrong session

Do not enter notes or response data for the wrong profile. Return to the sessions list and follow your organization's process for removing the in-progress session. If you are unsure which records will be affected, contact iSpeax Support before removing it.