Group Entry


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

 

  1. Click the red Apps icon in the top toolbar.   

     

  2. Select "Group Entry."

     

  3. If this is your first time using group entry, you will need to create a new group. To do this, click "Create New Group."



  4. You will then be prompted to give the group a name.  

     

  5. Select the clients 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.

     

  6.  When you are finished selecting clients, click Next.

  7. A menu will appear with a few options for record types: Contact, Drug Test, Activity, Staff Note. Click the type of record you wish to add.

  8. The form to enter the record will appear next to a list of all the clients in the group. 

  9. Once you have entered the record, click Save.

  10. 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.

  11. 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:

 

  1. To delete all groups, click the menu icon (circled in the image below) and click "Clear All Recent Groups".

  2. To delete a single group, simply select it from the list of groups, then click "Remove Group".