- Adding Members
- Adding Caseload
- Adding All Open Cases
- Adding from People Tab
This article is meant to assist you with creating group session notes. Any activity or report can be created to add multiple clients and/or case relationships if the setting is configured by a system administrator.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at email@example.com.
When creating a group activity or report, you can add other active clients to the documentation by clicking on Add Members and selecting the case from the list that pops up.
Confirmation that the note was copied to additional client records