Managing Client Group Activities

The Client Group Activities screen allows you to manage Groups of Clients, create Activities, and organize Client participation in Services, Referrals, and Assessments.

Accessing the Group Activities Screen

In the Menu on the left, select Group Activities within Clients drop-down 

Setting Up Groups

  1. Access Setup Groups Screen: click Setup Groups in the upper-right corner of Group Activities.

  2. Manage Groups:

    • Add Clients:

      • Check the box next to a Client’s name or click Add All Clients to Group.

    • Remove Clients:

      • Click the red delete icon next to a Client’s name.

    • Create a New Group:

      • Click the New Group button, enter a Group Name, and click OK.

Filtering and Printing Groups

  1. Filter by Program:

    • Use the Program Dropdown at the top of the screen to filter Groups by program

  2. Print Group Activities:

    • Click the Print button in the upper-right corner of Group Activities.

Creating a New Activity

  1. Select New Activity:

    • Click the New Activity button 

  2. Choose the Activity type:

    • Service: Select Service and complete the form
    • Referral: Select Referral, fill out the form, and check the Consent box for the OK button to appear 
    • Assessment: Select Assessment and fill out the fields 

Exiting Clients from a Group Activity

  1. Exit a Client:

    • Select the Exit Clients button in the upper-right corner of the screen 
    • Complete the Exit Date and Exit Reason, then click OK