PsychFlow Mental Health Clinic & Counseling Management System

Joint family sessions: How do you test the competencies of the participants?

How do you test the competencies of participants in family sessions? Two parties related to the same case enter with a different view of the authorized content.

What this guide covers
  1. This operational model needs
  2. Jobs that deserve priority
  3. Suitability review practical scenario
  4. Scope options and access limits
  5. The next step is to request a suitable offer

The best test for a system that claims to support family sessions is simple: open two accounts for two parties in the same situation, and see what each sees. The difference between the two screens is all that matters.

This operational model needs

An independent view of each party within a shared situation: he sees his shared appointments, what he has been authorized to do, but does not see what belongs to the other party – neither in the appointments, nor in the notes, nor in the invoices, nor in the notices.

Jobs that deserve priority

  • Validity for each terminal: Is set at the state level, not the system level.
  • Separation of individual sessions: A session with one party is not visible to the other at all.
  • Chapter Notes: What was said in an individual session remains in the file of the person who said it.
  • Independent Approvals: Each party has its own approvals within their scope, and withdrawing one does not revoke the approval of the other.
  • Neutrality Notices: A reminder message that does not reveal the presence or absence of the other party.
  • Billing: Who pays may not be all parties — and the bill does not disclose details of the sessions.

Suitability review practical scenario

Open two accounts and try each:

  • Does the first party see an individual session held with the second party?
  • Does he see a note written in that session?
  • Does he see the other person’s balance or bill?
  • One of them withdrew his consent: What changed for the other?
  • Request a report for one party: Does it contain information about the other?
  • Review the text of the reminder sent to both parties: Does it reveal anything?

Scope options and access limits

  • The blocking is the original: The assumption is that neither of them sees anything about the other, and the exception is granted by a documented professional decision.
  • The dispute doubles in importance: In disputed cases any information may be used out of context – check the settings before each such case.
  • Separation upon separation: Ask about the mechanism for separating the shared status if the relationship ends.
  • The decision is professional: What is authorized for each party is decided by the specialist and supervisor, not the default setting.

The next step is to request a suitable offer

Write your policy for sharing information between parties. See Family guidance page.

Request a system demo

We open two accounts for two parties in one case, and you compare the two screens yourself – the difference between them is the whole test.

Related Guides

From the “Group Programs, Contracts and Referrals” group.

Purchase a system for group sessions: capacity, attendance and individual file What are the requirements for managing group sessions in the consulting system? Shared history, individual records, attendance and withdrawal processing, and privacy limits.
Managing an eight-session counseling program: What is required of the system? How does the system run a structured program with a number of sessions and stages? Linking the stages to tasks, assessments, and measuring completion, with an organizational example, not a therapeutic protocol.
Employee Support Software System EAP: Requirements Guide Before Purchasing What are the employee support software system requirements? Contract, entitlement, eligibility verification, billing and aggregate reporting without revealing individuals.
Group programs The system page associated with this group.
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