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How to Create Group Therapy Notes

Notes & Transcripts2024-07-03

Managing group therapy sessions effectively is crucial for ensuring seamless therapy practices and accurate record-keeping. Follow these steps to create a group client type, record your sessions, and generate detailed notes.

1. Create a Group Client Type:

Before creating a group client type, ensure that all participants are already listed as individual clients in your records.

To create a group and assign participants to a group:

  • Navigate to the 'Add Client' section on your dashboard.
  • In the dialogue box that appears, set the 'Client type' to 'Group'.
  • Enter your group name and the number of group members.
  • Click on “Continue” to proceed to 'Assign Group Participants' to select the group members. Note: Participants must already be in the client record to appear here.

2. Record the Audio Session:

  • Conduct and record your group therapy session as usual. When you are done, Click on the “Configure and generate” button.

3. Configure the Note:

  • During note configuration, select the group name in the 'Client' input field.
  • Fill in other necessary information and click 'Generate Note'.
  • Once the note is generated, go to the session's card preview and select 'Assign participants'.
  • In the 'Assign participants' screen, match the number of speakers to their names based on the session transcript.
  • Click 'Generate Note'. The group note will start processing and will be available shortly.
  • Click on “View note” to view your progress note.

Thats it! By following this guide, you can efficiently create and manage group client sessions, ensuring accurate and organized records. Please note that the attached images are for illustration purposes only, showing steps you will encounter during the group note creation.


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