Permissions Required: You must have Administrator Permissions or higher.
You can add or edit the Group Member List at anytime.
Adding a Group Member does NOT add that Group Member to any past Group Appointments.
The system recommends that you add the Group Member, delete past Kept Group Appointments from the Calendar, re-add the Appointment to the Calendar to include the new Group Member for Notes and Attendance purposes. They will be included on all upcoming Group Appointments already scheduled.
- Click Clients tab in primary navigation bar.
- Click Groups from side navigation.
- Click Details for appropriate Case.
- Add Client's in Add New Client field. Client displays above.
- OR to remove a Client, click the X next to their name.
- Click Save Group Details.
NOTE: Only the assigned staff can see any data related to the case and any files uploaded to the case.