Groups
Click Groups on the side listbar under Views, or select Groups from the top View menu.
Setup
| • | To set up a group, from the Groups menu select New Group. |
| • | Enter a Name for the group and enter a description in the text field. |
| • | Use the drop down pick lists to enter a Leader, required filed, and a Co-Leader. |
| • | Note the Active checkbox, and be sure it is checked. You can un-check once the group terminates. |
Add Members to Group
| • | Click the Add button in the Group Therapy window to enter group members. |
| • | Drag names from the Patient List to the Group Members List, and click Ok to save. |
Search: You can search for a specific name by typing in the Search field, and clicking on the binoculars.
Once set up, the group is listed along with the group members in the left pane of the Groups main window under Group Listing.
Click the + plus next to the group name to expand and display the list of members. Click again to collapse the list.
Edit Group Information and Membership
To edit the group name, the leaders, or the membership right click on the group name and select Edit Group, or select it from the Groups menu.
Member Status
Active and Inactive Group Members
To view or change a member's status: Right click on the member's name in the group listing, and select Modify Member Status. To change the status from Active to Inactive un-check the Group Status, Active checkbox. Enter a date in the Ended Group date field to record the date the client terminated the group.
Removing Group Members
Member can be removed from a Group if there are no associated Group Notes created for the member. If there are Group Notes, make the member inactive.
To Remove a member: Right click on the member's name in the group listing, and select Remove Member. QuicDoc will notify you if there are associated notes.
Notes
Creating Group Notes
To create a note, first select the group name in the list.
From the Group Notes menu, select New Group Note. The Group, the Leader, and the Co-Leader names, (if entered at setup) as well as the Date are automatically filled. Change the date if different. Use the drop down pick list to select a program, if applicable.
The Length field is automatically calculated, once you enter the Start and End times.
Set Attendance
Group members are listed with a set of check boxes next to each name. By default all members are checked as Attended. Select Missed, Canceled, Not Scheduled for any member where it is appropriate. If Attended is selected, you can do a group note. If Missed or Canceled is selected, you can write a note indicating the reason. If Not Scheduled is selected, no note will be required.
Group Notes consists of two tabs. A General tab to enter a group note that is the same for all members, and a Details tab to enter information specific to an individual member. You can do either or both.
To create a general note:
Click the Next button at the bottom of the window. Click to check the box:
Write General Note that will Apply to Attendees.
Enter Themes, Interventions, and/or Content for the group session. To assist with spelling errors QuicDoc's Group Notes has spell check as you go. When completed, click the Next button to save the group note.
Details - Individualize the General Note
Your Group Note is displayed.
Click the Details tab. Notice that the top right of the note displays the name of the member. You can individualize the note and record the following for each group member:
| • | Interactions with other Members/Leader(s) |
| • | Level of Participation |
| • | Symptoms/Problem Focus/Behavioral Change |
Click on the member's name in the list on the left to access that member's note to add patient specific details.
Click Finish when done to save the Group Note and members Details.
Notes are listed in the lower right pane of the Group window. You can open a Group Note listed here by double-clicking on it.
Create Individual Notes only for a Group Session
If you wish to enter notes for each individual member in the group, and do not want to include a generalized note, do not check the Write General Note that will Apply to Attendees box. Click the Next button and enter your notes in the Details tab for each member. Click on a member's name in the list to enter a note for that member.
Clicking Finish will save the note and close the window.
To print group notes for all members, click the Print All Notes button. Selecting this will print what has been entered in both the General and Details tab for each member. If you have entered a Missed or Canceled note for a member, this will also print.
Clicking the Print Selected button will print what has been entered in both the General and Details tab for the member selected in the list.