Apply Progress Note to Entire Group (My Clients Plus 3.0)

  Permissions: Must be Therapists assigned to Group or Administrator (or higher) for all Groups.

You can create one Progress Note (Progress Notes and/or Wiley Progress) and apply it to all Client's in the Group. After added the new Progress Note will show under the Progress Notes tab for all Clients in the Group. 

Important: You must apply a note to a group before saving the note. If saved, the note can no longer be applied to a group. 

Jump to Section [From Agenda] [From Client's Profile]

From the Agenda

The easiest way to add a Group Progress Note and apply it to all Group Members is from the Agenda tab.

1. Click the Schedule tab in the navigation bar, and the Agenda will display.
2. Click Add Group Note from Agenda for appropriate Group Appointment.
   
   
   
   
3. Click Progress Notes tab.
4. Click + Progress Note button and select progress note type.
5. Click Create Note and complete Progress Note.
   
   
6. Click Save drop-down and select Apply Note to all Group Members.
   
   
   
   
7. Click Apply to All button to confirm.
   
   
   
   

[Back to Top]

From Client's Profile

Alternatively, you can create a Progress Note for any Client in the Group and apply it to all Group Members. 

1. Locate Client and open Client Profile.
   
   
   
   
2. Click Cases button.
   
   
   
   
3. Click Case Info button for appropriate Group Case.
   Note: a Group Case icon identifies all group cases. 
   
   
   
4. Click Progress Notes tab.
5. Click + Progress Note button and select progress note type.
6. Click Create Note and complete Progress Note.
   
   
7. Click Save drop-down and select Apply Note to all Group Members.
   
   
   
   
8. Click Apply to All button to confirm.
   
   
   
   

Related Article: Group Notes Overview

[Back to Top]