In this article you will learn how to create groups.
Click here for an instructional video
- 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 icon.
- This takes you to the Group Details screen. Enter the group’s name. This will auto-populate the “Display As” field, which you can change if necessary.
- In the Group Note drop-down, select “Group Progress Note”.
- Enter the mode of delivery.
- Enter the service information about the group in the Defaults section.
- Add Clients, as applicable. For some groups that are drop-in, you may not have any clients to include. If this is a closed group, or an ongoing group, we recommend adding the clients here. Click Add Clients.
- This brings up the client search pop-up. Search for the client you want to add to the group. Select the client from the Records Found section.
- Click “Select.”
- When you’ve finished adding all clients, you can click “Select & Close”.
- Add the group facilitators. You can have more than one facilitator. Click Add Staff.
- This brings up the Group Services Staff Pop Up. Select the facilitator(s) from the list.
- Click OK.
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- This takes you back to the Group Details page. Select the primary staff member by selecting them under “Is Clinician”.
- Click Save.
To learn how to schedule group sessions click here and skip to step 5.