Writing a Group Note
Guide for setting up groups can be found here: Creating Client Groups
Once you have created a client group within your account settings and scheduled a group appointment, you'll be able to utilize our group notes feature.
STEP 1: Click on the Group Session within your calendar.
- These will be differentiated from individual clients by a dashed outline around the appointment.
STEP 2: Take attendance for the group.
- Here, you will denote who actually attended the group session for that date. This is also where you can make adjustments to the specific amounts owed by individuals within the group.
- If you mark the client as missed for the appointment, you can choose to either charge them for the originally entered fee or you can adjust it to $0 or whatever is appropriate for your practice.
STEP 3: Press Submit to generate the appropriate group and individual notes for the session.
- By submitting attendance, you'll see that individual note tabs are also created for all clients who were indicated as being present.
STEP 4: You can now write one group note, which will be transposed onto every present clients' session note for that session.
- From within the group note, you can also assign homework for the entire group to be see in their individual client portals.
STEP 5 (OPTIONAL): Write supplementary individual notes for specific members of the group.
- If you click into an individual's tab for that session, you can write a supplementary note specific only to them or assign homework assignments that can only be seen within their individual client portal.
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