---
title: Group Program Case Notes
description: Group Program Case Notes
---

[Skip to content](https://support.wellifiy.com/en-au/knowledge-hub/group-program-case-notes#main-content)

![Wellifiy Logo Horizontal-1](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal-1.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal-1.png)

Open main navigation

Close main navigation

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Wellifiy Knowledge Hub](https://support.wellifiy.com/en-au/knowledge-hub?hsLang=en-au)
2. [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au)

# 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: *Finalised)*

> 💡 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

| Scenario | Benefit |
| --- | --- |
| Group therapy or education session | Capture shared observations or content |
| Psychoeducation workshop | Log key themes or curriculum coverage |
| Peer support groups | Note group dynamics or clinician insights |

- [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au)
- [Product Release Notes](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#main-content)

    - [January 2026](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#january-2026)
    - [December 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#december-2025)
    - [November 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#november-2025)
    - [October 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#october-2025)
    - [September 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#september-2025)
    - [August 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#august-2025)
    - [July 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#july-2025)
- [Getting Started](https://support.wellifiy.com/en-au/knowledge-hub/getting-started?hsLang=en-au)
- [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au)
- [Patient Groups](https://support.wellifiy.com/en-au/knowledge-hub/patient-groups?hsLang=en-au)
- [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au)
- [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au)
- [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au)
- [Messaging](https://support.wellifiy.com/en-au/knowledge-hub/messaging?hsLang=en-au)
- [Billing & Payments](https://support.wellifiy.com/en-au/knowledge-hub/billing-payments?hsLang=en-au)
- [Content Management](https://support.wellifiy.com/en-au/knowledge-hub/content-management?hsLang=en-au)
- [Patient Journeys](https://support.wellifiy.com/en-au/knowledge-hub/patient-journeys?hsLang=en-au)
- [Activities & Check-Ins](https://support.wellifiy.com/en-au/knowledge-hub/activities-check-ins?hsLang=en-au)
- [Troubleshooting](https://support.wellifiy.com/en-au/knowledge-hub/troubleshooting?hsLang=en-au)
- [Contact Us](https://support.wellifiy.com/en-au/knowledge-hub/contact-us?hsLang=en-au)

[![Wellifiy Logo Horizontal](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal.png "Wellifiy Logo Horizontal")](https://support.wellifiy.com/?hsLang=en-au)

<https://linkedin.com/wellifiy> [mailto:hello@wellifiy.com](mailto:hello@wellifiy.com)

Copyright © 2025,