Group Editor

May 06, 2025 21:53

Overview

This form will mainly be used to create groups for your organization.

You can also search for patients assigned to groups as well as assign a patient to a group from this page.

Group Editor History

Label 1: This will allow you to sort the group history. Options available are All, Active, and Inactive.

Label 2: This will be the main history section. Bottom left allows you to view more rows depending on how many groups your organization has.

Label 3: Change view will allow you to view the groups in a more detailed manner while making the sections bigger.

The right-hand Action column will allow you options for the group that shares the same row. Options such as View, Edit, and Patients. When an option is chosen it will navigate you lower on the page depending on the option chosen.

Group Editor Input

Required Fields - Group Name, Group Description, Site, Role, Facilitator, Meeting Day(s), Start Time, End Time, Payor, Program, Title, Client Requirements, Effective Date, Maximum # of clients, and Group Type.

Once the required fields are input, Click Submit to create the group.

Non-Required

Open - Simply marks the group as "Open". This would be used if a Facilitator wants other employees to know the group is open to new members.

Frequency - Represents the numerical value of how often the group will meet. This will be used in partnership with Frequency Length. EX. 2 times a week.

Frequency Length - Represents the timeliness of how often the group meets. Weekly or Monthly. Will be be used in partnership with Frequency. EX. 2 times a week.

Session # - Will represent the number of sessions this group will meet for in total.

Copay - Tracking for if there is a Copay in attending this group.

Patients Assigned By Group

In this first section, Patient Assigned By Group, you will see a listing of who is in a selected group from the above Group Edit History section.

To see this list you will need to select Patients from the Action drop-down menu. The section will then look similar to this:

This view will also provide a chance to edit patients assigned to the selected group. This will also be done via the Action drop-down on the right-hand side in this section.

Patient Input

The Patient Input section will allow you to add a new member to a group from this page.

Step 1: Click Assign New Patient.

Step 2: Search for the desired patient you wish to add. Can be first name, last name, or both. Then click Search.

Step 3: Once the desire patient if found in the search options, click their name.

Once the patient is clicked they will populate in the Patient Input box. You can now fill in the information to add the patient to a group.

Step 4: Pick the group from the drop-down options.

Step 5: Select the Start Date. We suggest the date they are being added to the group.

Submit & Reset: Click Submit to add the patient to the group. Reset will clear the fields in this section.

Optional - Sessions, Charge, End Date, Frequency and Frequency Length.

In most cases we see our clients running a group(s) in open ended aspect. Meaning the group doesn't have a set end date or a set amount of times a patient has to/is allowed to attend. But the options are there!