Group Documentation Videos
How to Create a Group How to Scheule a Group Service Appointment https://vimeo.com/870835210/c588f84262?share=copy How to Document the Service Tab How to Document the Group Note How to Document Individual Client […]
How to Set Up a Group
https://vimeo.com/870807051/a1dc588a45?share=copy Click the Search icon. Type Managing into the search bar. Click to select Managing Groups (My Office). This takes you to the Managing Groups list page. Click the New […]
How to Add a New Client to a Group
To add a new client to a Group, follow the steps below: 1. Click the Search icon. 2. Type Managing into the search bar. 3. Click to select Managing Groups […]
How to Add or Change a Staff Member in a Group
To add or change a staff member in a group, follow the steps below: 1. Click the Search icon. 2. Type Managing into the search bar. 3. Click to select […]
How to Write a Group Progress Note
On your Appointments for Today widget, click on the link for the time of the group you’re documenting. This opens the Group Services Detail screen. In the upper left, you’ll […]