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.

• Related Articles

• How to Create a Group Therapy Note

  There are three ways to create a Group Therapy Note within ICANotes: as a batch from the Therapy Groups button in the Chart Room, from the New Calendar and from the Chart Face. Creating Batch Group Therapy Notes 1. Click the 'Therapy Groups' button ...

• Setting Up Therapy Groups and Group Rosters (Group Therapy)

  Sections: How to set up Group Rosters How to set up Therapy Groups The Attendance Report You will need to be a Group Administrator to access the needed areas to set up Group Rosters and Therapy Groups. This method will save you time by adding a ...

• Group Administrator Permissions and Access

  Group Administrator Permissions and Access Users assigned as Group Administrators can access the following: 1. Settings & Directories Specific to Individual for all users Group Level Settings & Directories 2. Calendar Settings Adding Clinicians ...

• (Legacy Calendar) Adding Clinician Groups to the Appointment Book

  If your practice has multiple locations, shifts, or other "groupings" of clinicians, group administrators can sort clinicians into groups to make it easier to view their appointments in the Appointment Book . 1. To start this process, open the ...

• 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 ...