Using Group Rosters in Therapy Groups and Calendar

Overview 

The Group Roster feature allows you to create and manage a predefined list of participants for therapy groups. Instead of selecting participants individually each time, you can simply choose a group roster, and all associated participants are added with a single click.

Step 1: Assign Permissions for Group Rosters

Access to the Group Rosters tab depends on user permissions:

• View Therapy Groups and Rosters: Allows viewing all rosters in the practice.

• Create Therapy Groups and Rosters: Enables the Create Group Roster button.

• Edit Therapy Groups and Rosters: Allows editing existing rosters.

• Deactivate Therapy Groups or Delete Group Rosters: Allows deactivating or deleting rosters.
  

To assign permissions:

1. Go to Settings > Practice Settings > Roles & Permissions.

2. Select Edit Role.

3. Expand the Therapy Groups and Rosters section and enable the required permissions.

Users without the appropriate permissions cannot create, view, edit, or delete group rosters.

If a user doesn’t have the required permission, a tooltip appears when they hover the mouse over the action button.

Step 2: Configure Group Rosters

You can configure group rosters from either of the following locations:

• Settings section

• Therapy Groups section in the left sidebar
  

Configure a Group Roster from Settings

1. Go to Settings > Practice Settings > Therapy Groups.

2. Click Create Group Roster.

3. Add the desired participants to the roster.

4. Click Save.

 

 

 

Configure a Group Roster from Therapy Groups

1. From the left sidebar, go to More > Therapy Groups.

2. Select the Group Rosters tab.

3. Click Create Group Roster.

4. Add the desired participants to the roster.

5. Click Save.

In the Group Rosters tab, click Create Group Roster.

Add the desired participants to the roster, then click Save.

Step 3: Select Participants Using a Roster

After configuring a group roster, you can select it when scheduling group appointments or creating sessions. All participants in the roster are added automatically.

Select Participants in the Calendar

1. Open the calendar and create a group appointment.

2. In the Group Roster dropdown, select the predefined roster.

3. The associated participants are added automatically.

 

Select Participants When Creating a Session

1. Go to Therapy Groups.

2. Create a new session.

3. In the Group Roster dropdown, select the desired roster.

4. Click Save.

5. The participants appear in the right pane.
   

When creating a session, select the desired roster from the Group Roster dropdown and click Save.

You can view the participants added to the roster in the right pane.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

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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