Work smarter with multiple clients and save time
Group record features
Group session notes
Record group session notes that populate each participants’ individual records list without navigating elsewhere or copying and pasting.
Mark attendance of clients and workers during a session. Easily add new attendees, with session attendance filtering through to each individual client record.
Streamlined individual records
When appropriate, easily record specific notes on a single participant from within the group session screen, with these details not appearing on any other participants’ record.
Collaborate with multiple users who work with the same recurring group by easily recording worker attendance and sharing session record access.
Define the type of group
Specify the type of group session you want to record, this could be a group of regular participants or a group of unspecified participants for a regular activity.
Group access controls
Control visibility of a group’s clients and records by granting a Team access to the Group. Only users in the approved Team can view and access the group sessions or records and relevant client records.