Add Groups
Select the Groups main menu option to display the Groups home page.
Two options are available.
- A search bar is available to find existing groups by typing in the full or partial group name and selecting the search icon, magnifying glass, or pressing enter.
- A blue plus + allows users to add a group.
Selecting the Add Group icon (blue plus +) prompts the user to enter a Name.
- Name - Name is a required, 50-character maximum free text field.
- Select Cancel to return to the Groups home page without adding a group.
- Select the blue SAVE button to add the group and display the Edit Details page for the newly added group.
- Updates and changes to the group name may be made by directly editing the Name field.
- If desired, use the Group Note Form drop-down to select the form for use as the group note.
NOTE: Forms must be tagged with the Group Note location, in the Form Locations Properties setting in FormDesignEHR, to display in this dropdown.
- If changes are made to either the Name or the Group Note Form, the CANCEL and SAVE buttons are enabled.
- Once saved, the updated Name or Group Note Form displays in the search bar, and a green confirmation message displays in the upper right-hand corner.