borderColor#cccborderWidth1borderStylesolid

panelborderColorRecords available to be entered via group entry include

Excerpt

hidden

true

#ccc

bgColor

#f4f5f7

borderWidth

1

borderStyle

solid

name	objective

Objective: Learn how to add records in bulk for a group of clients using Group Entry.

Info

Objective: Learn how to add contacts, drug tests, activities, and staff notes in bulk for a group of clients using Group Entry.

Accessing Group Entry

Click the red Apps icon in the top toolbar.
Image Modified
Select
Select "Group Entry."
Image Modified
If this is your first time using group entry, you will need to create a new group. To do this,
click
click "Create New Group."
Image Modified
You will then be prompted to give the group
a
a name.
Image Modified
Select
the
the clients
for
for the group by clicking each client you want to add from the list. You can search for specific clients by name. Once a client has been added to the group, a checkmark will appear on the client's photo. To remove a client from the group, simply click on the client again to remove the checkmark.
Image Modified
When you are finished selecting clients,
click
click Next.
A menu will appear with a few options for record types: Contact, Drug Test, Activity, Staff Note.
Click
Click the type of record you wish to add.
The form to enter the record will appear next to a list of all the clients in the group.
Image Removed
Image Added
Once you have entered the record,
click
click Save.
You will then receive confirmation that the record saved for each client in your group. If you wish to go into a client's individual record to modify it, you can click on their name here.
Notice that the group you created is now appearing in the list of available groups. The group is now saved for later use.

Deleting Groups

Groups can be deleted one of two ways:

To delete all groups, click the menu icon (circled in the image below) and
click
click "Clear All Recent Groups".
To delete a single group, simply select it from the list of groups, then
click
click "Remove Group".
Image Removed

Panel

On this page:

Table of Contents

classpocm-tocprintablefalse