How to Configure Therapy Groups and Group Rosters
Overview
This knowledge base article guides on configuring therapy groups. Within therapy groups, you can add participants, service codes, and units. When you access the Therapy Group feature from the sidebar, the groups will appear based on the configurations made in this section. You can then proceed to create therapy group sessions, enter individual and session remarks, and generate notes.
Configure Therapy Groups
Configuring therapy groups is the initial step in setting up group therapy. You can configure therapy groups and add participants to each group. When creating a therapy group, you can assign a location, clinician, and organization member to the group. Additionally, you can add up to five service codes to each group and configure units for each service code. The service codes will appear with pre-configured modifiers.
To create a therapy group, navigate to Settings > Practice Settings > Therapy Groups option. Click the Create Therapy Group button as shown below.
Note: Alternatively, you can also create a therapy group while recording the group therapy details. To do this, click the Therapy Groups option from the left sidebar.
The Create Therapy Group screen appears as shown below. The fields on this screen are explained underneath the screenshot.
Therapy Group Name: Enter a unique name for the therapy group. The system will not allow duplicate group names. For example, "Mental Health Group".
Description: Enter the description for the therapy group to complement the group name. For example, "A group created for mental health patients."
Therapy Group Location: Select the appropriate location for the therapy group from the dropdown, which will display all the sites configured in ICANotes+. Choose the desired location for this group.
Clinician: Select the clinician for the therapy group from the dropdown menu.
Organization Member: Select the organization member for the therapy group from the dropdown menu.
Service Code / Unit(s) / Modifiers: Select a service code from the dropdown and enter the number of units for it. Modifiers for the service code will appear if they have been configured in your personal preferences.
Add Participants to Therapy Group
The Participants section allows you to add participants to the therapy group.
Click the Add Participants button and search for the desired clients from the list. Click Add to add the client. Once all the clients are added, click Save.
Deactivate / Reactivate Therapy Groups
The system allows you to deactivate therapy groups. Once a therapy group is deactivated, you cannot create new sessions within it. However, you can still perform other functions such as entering group session remarks, individual remarks, recording attendance, and more.
Locate the Deactivate button for each therapy group as depicted in the screen below:
When you deactivate a therapy group, a confirmation prompt will appear as shown below:
To reactivate the group, click the 'Reactivate' button. A confirmation prompt will appear as shown below:
Configure Group Rosters
To create a group roster, navigate to Settings > Practice Settings > Therapy Groups. Click the Create Group Roster button as shown below.
The Create Group Roster screen appears as shown below.
Group Roster Name: Enter the name of the group roster.
Description: Enter the description for the group roster.
Add Participants: Click this button to add participants to the group roster.
Once added participants to the group roster, click Save.
Select Participants from the Group Roster in the Calendar
When scheduling a group appointment, use the Group Roster dropdown on the calendar to choose participants from the predefined roster.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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