# ◾ How to Add Cases to Sessions

:::info
The page explains adding [**Cases**](/doc/cases-of-sessions-pTlkcAzVwk) to [**Sessions**](/doc/sessions-2aZ5cOyh5C) inside the Standardized Patient Administration module.

:::

After **creating Sessions** inside a [**Cast sheet**](/doc/cast-sheets-YRPTbYPckT), you can add **Cases to request and confirm** selected SPs.


:::info
**Cases** in SPA can be easily tailored to the various patient scenarios of your training center: you can import the requirements of existing Cases from your [Cases](/doc/case-manager-QdAIr4bLwJ) library or add a **custom subject** to fill in SP search requirements as needed when [**recruiting** **SPs**](/doc/how-to-recruit-sps-for-sessions-ZN12yo42cy).   
After adding a Case, you can choose between two subject options:

* [***Add Cases to Import Case Requirements***](/doc/how-to-add-cases-to-sessions-TPza7EyzXV)
* [***Adding a Custom Subject***](/doc/how-to-add-cases-to-sessions-TPza7EyzXV) 


:::

The duration of each Case (encounter) is in line with the start and end dates of the [**Session**](/doc/sessions-2aZ5cOyh5C) to which the appointment was added.  
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/142be5a6-56f7-441f-a61f-629eb63d834a/spa8.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=228ba02b3887d2b198aca95324bbb71a3b1546036e0d65920d66e0eb6b55e6df&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =2502x1487")


  
Your selected SPs will receive **requests** via the [**SPA Mobile Application**](/doc/spa-mobile-application-aS1sW4QEDb)**,** indicating the time and date of the Session, with the **Case title** or the **Custom subject** in the subject:  
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/4b9ec674-f0df-4ad5-ab23-df473cc4a33b/76908032.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=6685d58c132a8c947d5cc4233ba668617d9fc649fe5e56c97a1c6ef55b4ec8f0&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


1. Click **+Add Case** inside a Session.   
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/d4001a37-7ce6-4f45-820a-d28a472166a5/ADD%20CASE_NEW.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=b4ad9d38a4ddc404fe8c4777c30a3a1ecbee21b43ef5fc3dfd341362b95f9126&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x870")  
     
   You will be presented with a **Case drop-down**, *no Case selected* by default.  
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/9ea54941-9789-4e4f-8769-39d9b371a047/spa9.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=0f964acbed94f17069705044fae6e638fb7d846fb2f2f00dd8b1799f240a57f6&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x1292")  
     
2. Select a Case from the drop-down or add a [**Custom subject**](/doc/how-to-add-cases-to-sessions-TPza7EyzXV)**.**

     
   **Add Cases to Import Case Requirements**  

   
   1. To add [**Cases to a Session**](/doc/cases-of-sessions-pTlkcAzVwk), open the drop-down.
   2. Search among the existing Cases using the **quick search bar**.  
        
      ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/bf38d433-1c9d-4004-b3a3-27e837e982b6/spa10.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=a576efe3f570fa942ce71a0ceeaa03704f96950b244cf521f1e5eb9d36512e60&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x945")  
   3. Click on a **Case** to add it.  Your settings will be **automatically saved** once you have selected a Case from the list.  
        
       ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/f11434db-de73-428c-8b37-490b37d3e578/spa11.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=07c9697a1d6aa1521a2a4459b8f994f8f0940a534fdab373446632eab2c76559&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x1052")  
        
      The **Case requirements** of the selected Case will be imported and can automatically be applied as **Filters** by a flip of a switch on the **Recruit SP** popup:  
       ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/aea7f18f-7bf5-48d6-800b-925d265a8895/76908034.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=52e7dc97fb9c8188718ac50d4446a183a6d54fa2334a9c2b800a3fee5e4c066b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

      

### Adding a Custom Subject   


:::success
You can add a **Custom Subject** to an encounter if you want to describe it unrelated to a Case. The title of the custom subject will appear in the requests SP receives in their [**SPA mobile application**](/doc/spa-mobile-application-aS1sW4QEDb).  
Also, the custom subject description will be added to the **Details** section of the **SP requests**.

:::


1. Open the Case drop-down.
2. Select the *"Custom Subject"* item from the top of the list.

   
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/b8429121-b85b-42b3-939e-f964406c1510/spa12.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=62ece216c46ee2177bd6c36c5563eed2d7d8bc761f0b3f48845db66814e7b1fd&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x1248")

   
:::info
   When using the **Custom Subject** feature, the **Case Requirements** option will not be available for recruiting SPs.

   :::
3. Click on the blue **pencil icon to edit** the subject and to create a Custom Subject.

   
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/ccbe9baa-9da3-4a5a-986d-dfbf59e1b821/70385827.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=8b751d1bd46c1b95a6c65649284fbd18afd14e24de2325547c8156c48cf58f21&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)   
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/d56613fa-3a2c-4267-a649-eed822374470/EDIT%20CUSTOM%20SUBJECT_NEW%20.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=415a7c9b8b62b78ad9272a7d25487c58e5672a4844fc448a7c73ffaa8e0990c6&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x1137")  
4. Add a new title and description to your Custom subject.   
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/f41b6c10-8579-4263-b31c-2d2793cdfeb8/spa13.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=0f0d1af02cc3079cb8f878aef632eaba7341f1926f5c258b0d6144eb5e8742d3&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x937")  
5. Click **Save** to have your Custom subject and its details added.  
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/e86a3694-9cb2-4e96-9dea-2afbc25f38ac/spa14.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=b775bf9d30b44d2606acfc561c578cbe94c6d7ab283122ed03aac62725c80756&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x1337")



:::info
Once you have added your Cases to a Session, you can use the [Recruit SP](/doc/how-to-recruit-sps-for-sessions-ZN12yo42cy) feature to start sending requests to selected SPs.

:::



:::tip
For further information, visit our [Standardized Patient Administration](/doc/standardized-patient-administration-spa-module-Ct144bz7D3) and [Standardized Patient Administration - How to](/doc/standardized-patient-administration-how-to-hIpagYNLCP) pages.

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)