For group appointments, you can create a Group Note directly from the appointment card on the Dashboard. You can create a shared note that applies to the entire group or create individual ones for each patient attending the appointment.
Note: To schedule a Group Appointment and create a Group Note, the Group Appointments function must first be enabled.
Navigate to Group Appointment
- Click on the group appointment to view the appointment card.
- Click Create Group Note to begin a note. The Group Note page opens.
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Create Group Note
- Add Appointment Notes if desired. Notes entered here are related to the appointment and are not added to patient charts.
- By default, all attendees are marked as being present at the appointment with a checkmark next to each patient's name. To mark a patient as absent, click to clear the selection.
- Click the dollar icon to collect the patient's payment.
- Click the trash icon to remove the patient from the Group Appointment.
- Edit the Session Details if necessary. These are added to the note.
- Add a Shared Note if desired. A shared note applies to the entire group and is not intended to be changed for individual patients.
- Add Individual Notes if desired. Each note will be saved as an unsigned clinical note in the patient's chart.
- Click Send to Patient Charts when finished. The Note Saving Warning window opens.
- Click Save Notes to Charts. The notes are now added to the patient charts. Any editing or signing of notes must be done through each patient's individual chart.
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