Overview: How to get the most from Groups
Quick overview of Groups
Deeper Dive into Groups
I will show you how to effectively use groups to manage cohorts of clients. Groups can be used for various purposes, such as running programs, sending group appointments and surveys, and assigning multiple clients to more than one practitioner. I will demonstrate how to create and edit groups, add members, set stages for client progression, assign practitioners, and track group activities. Additionally, I will showcase how to schedule group sessions, send psychometrics and surveys, and manage attachments and contacts within a group. Watch this video to learn how to optimise your client management using the powerful group feature.
Deeper Dive into Care Pathways