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Practices can request extra sessions for their existing clients to provide additional, short term support aligned with our EAP service.


Before you start:

  • Make sure you understand how to access the portal and access the profile of a consultant

  • Ensure you understand Extra Sessions guidelines


Step 1: Select a client

Find an existing client from the consultants “my clients” list. When you find the client you need to action, click “Open” on the right side.

Step 2: Navigate to the clients' assist case

After clicking open on the clients' profile from the “My clients” list, you’ll be taken to a screen asking what you tak you are intending to complete. Leave the drop down menu as-is (Reviewing a clients profile) and click “Submit”

On the client page that loads, navigate to the “Services” tab, then click on the Assist Case link.

If your client has more than 1 assist case, click here to learn more before proceeding.


Step 3: Select an action from task filter

Next, on the clients

\uD83D\uDCD8 Instructions

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