Add Client Groups Field to a Form or Note

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About

A client can be added to a specific Group within Group Notes. To reduce time spent navigating to Group Notes, your Agency can add a Dynamic Field type to the Face Sheet, Form, or Note called Client Groups. Once this field has been added to a specific Form or Note, your staff can easily manage adding and removing clients from Groups within that Form or Note.

Table of Contents

Add Client Groups Field to a Form

1. Navigate to Form Builder: Main Menu > Admin Tools Menu > Form Builder.
2. Select a form from the Select Form drop-down menu.
3. Click the Add New Field button.

1. From the Type drop-down menu, select Client Groups. Once the field type is selected, the available fields will change.
2. Enter the Field Name to be displayed on the Form.
3. (Optional) Enter a Prompt if you want to give directions to the clinician about this particular field.
4. From the Location drop-down menu, select where you want this section to be displayed on the Form.
5. (Optional) Select the checkbox for Disable Print if you don't want the information for this particular field type to be printed when printing the Form.
6. Click the Add This Field button.

Add Client Groups Field to a Note

1. Navigate to Note Setup: Main Menu > Admin Tools Menu > Note Builder.
2. Select a note from the Select a Note Type drop-down menu.
3. Click the Add New Field button.
4. From the Type drop-down menu, select Client Groups.
5. Enter the Field Name to be displayed on the Note.
6. (Optional) Click the Add New Alias button if your Agency uses aliases. Enter the Alias and click the Add This Alias button.
7. (Optional) Enter a Prompt if you want to give directions to the clinician about this particular field.
8. From the Location drop-down menu select where you want this section to be displayed on the Note.
9. Click the Add This Field button.