Create Groups

The Group Manager enables users to set up parameters for holding Group Meetings. My Groups allows easy access to all groups for validating scheduling and completion of Group Progress Notes.

1. Click Administration and select Group Manager.
2. Click on the Program that the group is for and click New.
   • Click on a program and then click on a group to edit an existing group.  
3. Enter the Name of the Group and select a default for:
   • Visit Type
   • Place of Service
   • Group Note
4. Enter the max number of clients that can attend or be assigned to the group.
   • Leave this field blank if there is no limit.
5. Assign a therapist to the group.
   • Type in the therapist's name or tap your “Enter” key to see all options. 
   • Select a therapist, and the name appears in the lower grid titled Assigned Therapists.
6. Click in box and begin typing.
   • Type a patient’s last name or tap your ”Enter” key to see all options.
   • Select a patient, and the name appears in the lower grid titled Assigned Patients.

     NOTE: Check the Program Only box to view only patients in the selected program in the search results.

7. Click Save.