Add Group Attendance Notes, Group Progress Notes & Wiley Progress Group Notes (My Clients Plus 3.0)

  Permissions: You must be Therapist assigned to Case.

Jump to Section [Group Notes] [Co-Sign Group Notes]

Group Notes

You can add Group Notes. This is different than adding Group Progress Notes and applying it to ALL Group Members.

1. Click Clients tab in primary navigation bar.
2. Click Groups from side navigation.
3. Click Notes button and Group Notes and Attendance tab opens.
   
   
   
   
4. Select Appointment from drop down.
5. Add a summary for the overall session.
6. Click Save, or Save and E-Sign to sign the document.
   

Co-Sign Group Notes

1. Click Clients tab in primary navigation bar.
2. Click Groups from side navigation.
3. Click Notes button and Group Notes and Attendance tab opens.
4. Select Details for the desired Appointment.
5. A notification displays at top. "This document is signed and no further editing is allowed. Click here to view or co-sign the document."
6. Click the here link.
7. Click Sign the Document button.
   

You'll then see both Staff Signatures on the document.

Related Articles:

• Apply Progress Note to Entire Group

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