If you hold a group appointment, you can add a progress note for the whole group, as well as for each individual client. 

Important: Group appointments are only available on the Plus plan.

In this guide, we’ll cover:

• Viewing the Appointment page for a group appointment
• Adding, editing, and deleting progress notes for a group appointment
• Attaching files to a group appointment
• Signing progress notes for a group appointment
• Sharing, printing, and downloading group progress notes

Note: For more information on progress notes, see Using progress and psychotherapy notes for individual appointments.

Viewing the Appointment page for a group appointment

To view the Appointment page for a group appointment: 

• Navigate to the client's Overview page
• Select the Group Appointment in question

Tip: You can also select the appointment from your calendar and click View note. 

On the Group Appointment page, you’ll see spaces to add a group note and individual notes for each client. The number of participants and the appointment’s clinician will appear at the top of the page.

You’ll also be able to view the attendance status of each client under the Individual notes section. Each symbol indicates the following: 

• Green checkmark: Show
• Yellow X: Canceled or Clinician canceled
• Red X: Late Canceled or No show

If a client has an X symbol, you can view their specific attendance status by navigating to the appointment on the calendar, clicking Manage clients, and hovering over the X symbol next to the client.

Under the Appointment Info tab, you’ll be able to view and edit the appointment’s details. If you select the Participants tab, you’ll see a list of all the clients in the group.

Tip: Hover over each symbol under a client to view their contact information. If you have permission to contact them in their client profile, you can view the client’s phone number and email address.

Adding, editing, and deleting progress notes for a group appointment

To add a group note for all clients, choose a template from the dropdown menu under Group note, then enter the note’s text. You can click Save at any time.

Note: A group note will appear in each client’s chart. 

To add a separate progress note for a certain client, select a template under Individual notes. This template will apply to all individual notes. 

After selecting a template, click Add note next to the client’s name.

A text box will then appear for the client. You can enter the note’s content here and click Save to record the client’s individual note.

If you’d like to update the template for Individual notes, all individual notes previously entered for the appointment will need to be deleted. Selecting a new template will cause a warning modal to appear. You can choose Keep current template to navigate back to the page or click Change template to delete the notes. 

Note: There isn't a way to Load last note, view documentation history, track treatment progress, or add psychotherapy notes for group appointments at this time.

If a group appointment is missing progress notes, you’ll receive a reminder.

To edit a group or individual note, click Edit next to the note. If you’d like to delete a progress note, click the trash can icon.

Note: For more information on adding or editing progress notes, see Writing your progress and psychotherapy notes.

Attaching files to a group appointment

As with individual and couple appointments, you can attach a file to a group appointment and share it with your clients. 

Tip: If you plan on sharing worksheets with your clients, you can upload the worksheet as an attachment to share it with multiple clients in the group simultaneously.

To attach a file to an appointment and share it with client(s):

• Click Attachments

• Choose the file you'd like to attach and click Upload
• Select which clients will be associated with the file

Note: All clients will be selected by default. If you don’t want to associate a file with a client, you can uncheck the box next to their name.

Once you’ve chosen the clients, click Complete upload. 

Signing progress notes for a group appointment

Once you’ve completed your progress notes for a group appointment, you can sign all notes at once by clicking Sign at the top of the page. 

Select Sign and lock in the next window to sign and lock your progress notes. If you’d like to unlock these notes to add, edit, or delete a note, see Amending, correcting, or clarifying a locked note.

Note: There isn’t a way to only sign or unlock certain progress notes for a group appointment.

If a client that’s marked as Show for the appointment is missing an individual note, you’ll see a warning about this when you click Sign: 

Note: If you click Yes, continue to sign, you won’t be able to add an individual progress note for a client unless you unlock the progress notes. Clients that don’t have  individual progress notes after signing will appear at the bottom of the Individual notes section.

Sharing, printing, and downloading group progress notes

After signing and locking progress notes for a group appointment, you can share them with each client for their e-signature. 

Note: Both the group note and the client’s individual note are included when you share progress notes with a client from a group appointment. There isn’t a way to only send a group note or individual note.

To do this: 

• Click Share at the top of the Appointment page

• Choose which client to share progress notes with
• Select Share notes

• Click Continue to Email and follow the prompts to send the email to the client
  • This email will contain a link to the Client Portal, where they’ll be able to access their individual and group progress notes

Tip: If you’d like to send progress notes to multiple clients, follow the above steps for each client.

You can also share signed progress notes for a group appointment by selecting Share at the top right of the client’s Overview page. These notes will appear with Group appointment in the title, along with the date of service. 

To print or download a progress note:

• Click More on the top of the Appointment page
• Choose Print or Download

• Select which clients you’d like to print or download progress notes for

Note: All clients will be selected by default.

• Click Continue to print/download

When downloaded or printed, a client’s progress notes for a group appointment will include their group note and individual note.