Group Scheduling

Group Scheduling

Group Scheduling provides the ability to manage groups of Patients or clients that attend the same Appointments or Meetings.
  1. This feature must be activated in System Settings under Scheduling. Choose Yes for GROUPSCHEDULING - ALLOW GROUP SCHEDULING. 
    1. This will add Group Management to the Scheduling Dashboard.
      1. Group Management provides the ability to create Groups and manage the Members in the Groups.
    2. Users will then have the option to schedule Group appointments.

Some examples:

  • School Counseling 
  • Cognitive Therapy Groups
  • Dynamic Therapy
  • Relapse Prevention
  • Mutual Self-Help 
  • Grief Counseling
  • Diabetes Management

Learn More

Add a Group Appointment Type and a Group

Group Appointments

Group View Options on Calendar



    • Related Articles

    • Group Appointments

      Add, Modify, Reschedule Group Appointments Add Group Appointments Select the Slot for the Appointment. The Facility and Resource default from the Slot selected on the Calendar but can be changed on-the-fly. In the Appointment panel, select Group from ...

    • Group View Options on Calendar

      It is recommended that you Save at least one Display Profile. Settings Tab Group View Option Description Group Only Group appointments will only show the master appointment created with all individual appointments for members. Members Only Group ...

    • Add a Group Appointment Type and a Group

      Group Management for Group Appointments Add a Group Appointment Type Create at least one Appointment Type that can be used to schedule an Appointment for a Group. Use the Article, Create an Appointment Type, to create a Group Appointment Type. For ...

    • Direct Scheduling Setup

      Direct Scheduling is a component of POPS, which is a Premium Add-On Feature. Contact your Account Manager for more information. Create a Direct Scheduling Questionnaire for each Appointment Type (optional). Enable Direct Scheduling for each of the ...

    • Scheduling System Settings

      ACTUALTIME - ENABLES ACTUAL START TIME FIELD ON APPOINTMENT This setting controls the ability to enter actual start and end times of an appointment after the visit has taken place. Example: The Appointment was scheduled from 10:00 - 10:30, but the ...