TheraPlatform allows users to group clients into one group. The groups can be created when one wishes to add a family account, couples account, and other types of groups.
This article will review:
1. How to create group client accounts (e.g.. family, couple, etc.)
2. How to add more clients to already added group account.
3. How to view the chart of the individual client from the group account.
4. How to delete clients from the group and how to delete the group.
Important: Before one can create a group account, one needs to add an individual client first. For example, if one wishes to group a couple ( e.g. Ann Applesauce and John Applesauce), one can add them separately first under Clients- Add Client.
Here are directions on how to group clients together so both names are under one group account:
Step 1: After adding each individual client under Clients, click on the Group tab.
Step 2: Next click on Add Group.
Step 3: The pop- up box will pull, enter the name of the group (e.g. Ann and John Applesauce).
Step 4: Select group type (e.g. family or other).
Step 5: If you are the admin, biller or scheduler- you will be able to assign this group to therapists. If you are a therapist, you will not be able to assign the group to another therapist. Select the therapist (if applicable) and then click on Save changes.
To add more clients to already created group follow these steps:
Step 1: Click on Groups.
Step 2: Find the name of the group and click on the blue view box to open it. (If you have many groups, you can find them quickly by starting to type the name of the client in the group under account search bar).
Step 3: The chart will open, click on the blue button Add client.
How to view the chart of each client under already created group:
Step 1: Click on Groups.
Step 2: Find the name of the group and click on the blue view box to open it. (If you have many groups, you can find them quickly by starting to type the name of the client in the group).
Step 3: The main chart will open and you will see the name of the individual clients under this group account. Click on the blue view box, next to the name of the client you wish to view the chart.
Note: You do not have to open the group to view any notes or charts. The above is just one of the workflows. You can also find each client of the group under the client or you can go to the search bar in the upper right corner and type the name of the client and then select the name that pulls. This will take you directly to the client's chart.
Here are directions on how to delete the client from the group:
Step 1: Click on Groups.
Step 2: Find the name of the group and click on the blue view box to open it. (If you have many groups, you can find them quickly by starting to type the name of the client in the group).
Step 3: The main chart will open and you will see the name of the individual clients under this group account. Click on the red delete to remove the client from the group.
Please note deleting the client from the group will not remove the deleted client from your clients' list. If you need to delete the client from the clients' list as well, remove the client from the Clients tab.
Note: Deleting clients or groups does not completely delete anything. All the records are still saved and archived and can be restored.
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