Easily capture information on group sessions with one or more workers and one or more clients. Session records are included in each attendee’s records list and session attendance can be reported on with Reports.
Creating a group
Navigate to Client records via the Switcher and then Groups in the menu
Click + Add group and select whether the group has regular or unspecified participants
Provide details on the group, add one or more worker and the relevant clients before clicking Continue
Note: You will see a list of participants for groups with regular participants. For groups with unspecified participants, you will only see a list of the workers involved.
Creating a session
Search for or add the group you wish to create a session for
Select Continue to sessions
Click Session, enter the details of the session and mark attendance
If required you can add further clients and workers
Click Save and review or start a session record