Group Manager - Create or Edit a Group

For all access levels that will need permission to use the My Client list, follow the steps below:

1. Go to Administration > Access Levels.
2. Select an existing access level or create a new access level.
   
   
    
3. Select the 2nd User Access tab.
4. Check the box for Group Manager.
5. Save and repeat for each access level that will need permission to use the Group Manager.
   
   

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1. Go to Administration > Group Manager.
2. Select the Program from the list you want to be the primary program for the Group.

   NOTE: The created group will only appear under this program.

3. Click New or right-click in the Group grid and click New Group.
   
   
    
4. Enter a Name for your group.
5. The Program will default to the Program selected in step 2.
   • You can change it if needed.
6. In the Program Grid, select any additional Programs from which patients and therapists can be chosen.
7. In the Max Clients Assigned and Max Clients Attending fields, enter the maximum number of clients that can be assigned or will be attending the Group session.
   • These fields can be left blank if no limitations exist.
8. Select the default Visit Type from the drop-down menu.
   • This can be changed when writing the Group Note.
9. Select the default Place of Service from the drop-down menu.
   • This can be changed when writing the Group Note.
10. Select the default Group Note from the drop-down menu.
    • This can be changed when writing the Group Note.
11. Click in the Therapist Search box and begin typing a therapist's name, or click the Enter key on your keyboard to see a full list.
    • Once you find and select a therapist, they will appear in the Assigned Therapists grid.
    • Repeat for each therapist you wish to add to the group.
12. Check the box for Program Only to only search for patients and therapists from the selected Program(s).
13. Click in the Patient Search box and begin typing a patient’s last name, or click the Enter key on your keyboard to see a full list.
    • Once you find and select a patient, they will appear in the Assigned Patients grid.
    • Repeat for each patient you wish to add to the group.
14. Click Save.
    • The group will now appear under the primary program selected.
15. Or click Save As to create a copy of the current group under a different name.
    • The group will then appear under the same program.
      
      

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1. Go to Administration > Group Manager.
2. Select the Primary Program for the Group you would like to edit.
   • Check the box for Include Inactive Programs to include them in the list.
   • Check the box for Include Inactive Groups to include them in the list.
3. Once found, double-click on the Group or right-click in the Group grid and click Edit.
   
   
4. Any information here can be edited.
   • To remove a patient or therapist, click on the patient or therapist's name.
   • A warning will pop up. Click Yes.
5. Click Save.
6. Or click Save As to create a copy of the current group under a different name.

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