Adding correct groups when creating/updating a client record is essential for accurate scheduling when using the Scheduling Group module or Group filtering. Maintaining a client's groups should be managed by the site as changes occur.
Add Groups
1. From the Client Information screen > go to Groups folder.
2. A list of all current and archived groups will appear if the client already has groups added.
Note: uncheck to only see the active Groups list.
3. Click to add groups. Scroll through the list to select one or multiple groups, then OK. You can also rt. click > Add groups.
Archive Groups
1. From the Client Information screen, click on the Groups folder.
2. Click on the Group you want to archive, then click .
3. Complete Status (Discharged or Terminated if deceased) and Effective Date, then OK
Un-archive a group
1. Rt. click on the group > Un-archive