Group Records
Managing group records in TherapyZen is super simple. All of your group information is stored in a single place. The group profile is made up of two sections: The profile panel and the tabs area.
Screenshot of a group record
The Profile Panel
The profile panel contains the following widgets:
| The Profile ID Card The profile ID card contains the group's name and active/inactive switch. You can edit the group name and toggle the group's status between active and inactive from here. |
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| The Appointment Status Widget The appointment status widget shows you any current appointment for your client. You can use the calendar filters to navigate to any specific day of the month. Use the Check-In button to set the status of the displayed appointment. |
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| The Group Attendance Chart The group attendance widget shows you the group's attendance history. The chart will reflect the percentage of appointments the group has kept, late canceled, etc. |
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| The Upcoming Appointments widget View two weeks of future appointments for your client. |
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| The Group Invoice Preferences widget Set your preferences for the group's invoicing. You can distribute invoices in one of three ways:
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The Profile Tabs Area
The profile tabs are where all of your group data is stored. Navigate through these tabs to build your group records.
The Office Notes tab
The office notes tab is for administrative notes only. Do not use this tab for clinical notes.
The Notes tab
Use this tab to enter your session notes, treatment plans or custom notes. This is where all of your clinical notes will live. Clinical notes added to a group record will also copy down to the individual record of each client within the group. This makes sure that any session related activity for a client always ends up on their invidividual record.
The Ledger
The ledger is where all of your group invoicing and billing resides. Use this tab to create invoices, accept payments, create write offs and credits. Invoicing groups can be done in 3 different ways:
- Create a single invoice for one member of the group.
- Create full amount invoices for each group member.
- Split the fee equally and create an invoice for each group member.
The Group Members tab
Use this tab to quickly access information about the group's members. From here, you can add group members, email the group, and access their individual client records.
The Appointment History tab
Track all of your group's appointments. See the date, service performed, fee amount and appointment status.
