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CopingCard Help

Put a client on a program

You put a client on a program from their page. Each step then reaches them as ordinary homework when its time comes. You can do this for a client who shares at least some of their data with you.

Enroll a client

Section titled “Enroll a client”
  1. On the client’s page, click Plan, then Homework.
  2. Click Enroll in a program.
  3. Under Program, choose the program. A copy of a program is listed right under its original.
  4. Check Start at and the list of when each step lands.
  5. Click Enroll.

The Enroll in a program drawer: the chosen program, the start time, and when each step lands

The portal confirms that the client is on the program. The first steps reach them within a minute, as homework, and CopingCard tells them about each step as it does for any homework. In the app, the client sees the program under My programs. See Follow a program from your therapist.

A client cannot be put on the same program twice while they are still on it.

Follow the client’s progress

Section titled “Follow the client’s progress”
  1. On the client’s page, click Plan, then Homework.
  2. In Programs, click Open progress next to the program.

A program’s progress page: running, 1 of 4 steps done: one step done, one released, two locked, and the Release button

The progress page shows how many steps are done and, for each step, its release rule, its status (released, locked, done or skipped) and when it was released and done. A locked step says when it will be released. The released steps are also on the client’s Homework section, where you follow them like any homework.

When every step is done or skipped, the program is marked completed by itself.

Release a step yourself

Section titled “Release a step yourself”

A step with the rule When you release it waits for you.

  1. On the progress page, click Release in the row of the step.
  2. Click Release to confirm.

The step becomes homework on the client’s list at once, with its due date counted from now, and the client is told.

Take a client off a program

Section titled “Take a client off a program”
  1. On the progress page, click Withdraw from program….
  2. If you want, write why.
  3. Click Withdraw.

The released steps the client has not done yet are withdrawn from their homework. The steps they finished stay in their history. No more steps are released. The client cannot leave a program you put them on from the app: they are told to talk to you about it.

Section titled “Related”