Group Documentation Videos

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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

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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

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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 Write a Group Progress Note

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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 […]