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Notes - Group Note

9/2/2020

 
From Main Dashboard
1. Click the arrow on the "New Note" button in the top right
2. Click "New Group Note"
3. Select your clients for the new Group Note. 
4. Select your Supervising Therapist 


Important things to note: 
When typing in the "All" section of the note, that text will be auto-populated to the selected clients notes. If you would like to comment on only one of the clients, select their name to the left first.  


On the All tab you can create a new goal which will appear on each individual note. These goals will also appear in the Goal manager for each individual client. Any other goals that the individual clients have will be unchecked on this note so that only group goals are checked & appearing on the note

After Saving the group note, the note splits. In other words, each client gets their own note. 

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