How do I configure a Group Session?

  1. Note:

A Group Session is typically used for mental health counseling or group therapies.

When you create a Group Session, it is associated to the logged in user and will only appear on his/her dashboard.

  1. Open

Open Group Session Config.

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  1. Create a New Session

Click New.

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  1. Add Details

Complete the required fields. This includes description, date and time to place on the To Do List.

Choose the event type.

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  1. Schedule Session

Use the scheduler to select the frequency.

Toggle the Recur arrows to repeat session (add intervals).

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  1. Save

Click Save.

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  1. Add Students

Click Add Student.

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  1. Search and Add

Use the fields and click Search for a list of Available Students.

Use the arrow buttons to move students to Selected Students.

Click Add.

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  1. Configure Students

Select the template for each student for this session.

*If you are a HealthOffice Anywhere billing customer, complete the billing fields.

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  1. Save

Click Save to add the session(s) to your dashboard in the group sessions section.

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The group session appears on the Dashboard each day that it is scheduled in the interval.

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