# ◾ How to Create a Chat Conversation from a Session

:::info
Create a **group chat** directly from a [**Session**](/doc/sessions-2aZ5cOyh5C) to share information with every SP [**confirmed**](/doc/sp-confirmation-eFECXxMhYk) for the Session.

:::

# Creating a Chat Conversation from a Session


1. Select a [**Cast sheet**](/doc/cast-sheets-YRPTbYPckT).
2. Select the Session you want to create an SP group chat for.
3. Click on the menu icon located on the right in the Session's header to display options.
4. Select **Create Chat**.  
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/343cc22b-6cb6-4a65-a22b-22a707f5e1d1/137068671.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=ab48ddd18afb6ad349051f7e250d1ed127c6cfadf10f7b4c38391355c265677c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  
5. In the Create Group Chat popup, add the **Group chat name**:  
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/41fdf643-d3aa-4b80-abb0-2358a04acff6/137068672.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=d1e68e9dfc270faa70d4c1ae9ffdc556d79c8bbffba620334455e33deee10079&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  
   The system confirms that all confirmed SPs on the Session will be added to the group chat.  
6. Click **Create group chat** to confirm.
7. Switch to the **Chat** tab in the SPA module to view the conversation and send messages.

   
:::info
   Look for the newest group chat at the top of the conversation list on the left inside the Chat tab.

   :::

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/43ed7ab4-a428-408a-b0cc-f9bcf0e4bdf3/137068673.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=a9f6025c6e0e8b7c818c87b9ef62e5a20895cd21e5f1b6e560cd2b203dbf8799&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

   
   
:::info
   The list of SPs included in the group chat will not be visible in **Draft** mode. Once a message has been sent within the chat, the names will be available in the respective dropdown.

   :::

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/ef2cc57f-3103-417e-a7cd-c0716a653d5e/image-2024-3-18_14-46-31.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=3d2284f7cbd40b20e809489cecf00af7ce2f582c7554c7cb7621805fc408917f&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x742.5")

   
:::warning
   In case only not confirmed SPs are included in the Group chat, **creating a group chat fails**.

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/731edb33-f184-40a4-8f03-8308f6d5c181/70386315.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=e10f61986c9dfeb0fcba8fa20653a6ac46261774d6377557b1ef8afd489231ae&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

   :::

   With the **Edit group** option, you can add further SPs to the chat conversation:  
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/5e052b6b-5c00-472a-94fa-d89130ae860b/image-2024-3-18_14-47-44.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=1738620913371f9211859aa27d99d7060cf2afc175d5a1c099693c1ce8a78e0b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x638")

   
   
:::success
   To create a Group chat for all confirmed SPs in a **Cast sheet**, use the **Chat** icon in the header.

   :::

   
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/bb6324b2-52c8-48bf-9eef-c5072176f0b0/137068677.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=8b4535d1b8b9b8d6cedb9f0f684b990e0f004e259a814aed6f54aaed5f59d5c4&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

   


:::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)