Group Program Case Notes

The Group Program Notes feature allows Team Members to create a single session note and apply it to multiple patients at once. This saves time and ensures consistency when documenting a group session attended by several patients.

📍 Where to Access It

1. Go to Group Programs from the sidebar.

2. Click into the relevant program (e.g. Mindfulness 101).

3. Navigate to the Attendance tab.

4. In the Session Attendance Record, find the correct date.

5. Click the ••• menu next to the session.

6. Select Create Group Note.

✍️ How to Create a Group Note

Once you’ve opened the Group Note screen:

1. Review the session details at the top — including Program Name, Date, and Start Time.

2. In the Patients in Session section, tick the checkbox beside each patient you want to include in the note.

3. In the Note Input section:

   • (Optional) Select a Template to prefill headings or structure.

   • Enter a Title for the note (e.g. “Mindfulness Session 4”).

   • Write your Case Note using the editor.

4. Choose how to save:

   • Save & Exit – Save as a draft (status: In Progress)

   • Save & Finalise – Locks the note (status: Completed)

💡 Each selected patient will receive an individual case note entry in their record, with identical content and linked to the same session.

✅ What Happens After Saving

• A separate note is created for each patient selected.

• Notes will appear in the patient's Case Notes section under their profile.

• You can return to edit In Progress notes later — finalised notes are read-only.

✅ Use Cases