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Procentive Knowledge Hub

Client Groups Module

Overview

Client Groups are useful for creating recurring group appointments and for documenting group services. This article will show you how to create, maintain, and use client groups in Procentive.

Why Use Client Groups?

  • If you assign a Client Group to a recurring appointment in the Appointments Module, and later add a person to that group, the person will be added to all future appointments for the group. This applies to removing a person from a group, as well; they will be removed from all future group appointments.
  • When recording a group service in the Time Module, selecting a Client Group will populate all clients, rather than adding them one by one.
  • When completing clinical documentation, Client Groups provide the ability to select all clients from the group and document on all clients in one screen.

Set Up Client Groups

You will set up your client groups in the Client Groups Module. See the articles below:

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