Edit an Appointment Group

Edit an Appointment Group


Edit an Appointment Group

Appointment Group Modifications

  1. From Scheduling on the Left Side Menu, select the Group Management button.
  2. Select the Group ID.


  1. Select the Edit link to make changes to the Group.


Action Icons: Remove, Vacate, Rejoin, Transfer, and History Icons

Once a Leader or Member is added, the Action icons can be used to Edit the Leaders and Patients. Hovering over the icons will give Action guidance.


  1. The X icon  removes a member and the record from the group. This is only available if the person has never attended a Group Appointment.
  2. The Red Person icon  vacates the spot a member held in the group but leaves the person's record visible.
  3. The Green Person icon  Member leaves the group but the spot is held to rejoin at a later time.
  4. Transfer to another group: Use the right Arrow icon  to transfer the member to another Group.
  5. The History icon  displays changes for the members in that Group.
  6. Select Save [F2].


Edit the Group when the Appointment is being Made

  • Select the Edit icon on the Add Appointment screen.



Edit the Group on the Appointment Screen

  1. Select the Appointment on the Calendar

  1. Select Edit Group.






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