This article will show you how to create client groups in the Clients Group Module in Procentive.
Create a New Client Group
Guidelines For Creating Client Groups
- Client groups are determined primarily by WHO attends the group or by the TOPIC. For example:
- Women's Outpatient vs Men's Outpatient.
- Eating Disorders Support Group vs Mindfulness Group.
- Tuesday Men's Group vs. Friday Men's Group (where each day has a distinct list of attendees; the Tuesday clients only attend the Tuesday group, and the same with the Friday group).
Create a New Client Group
- Go to the Client Groups module.
- Click Add.
- The Add Client Groups window will appear.
- Fill in the following fields of the Client Group tab:
- Enter a Name for the group. (eg. Life Skills, Meditation, etc.)
- Select a Place of Service from the drop-down menu.
- Select a Default location, if provided at only one location.
- Enter a Max Group Size if desired.
- If you choose to enter a number here, it will be reflected in the Clients Module > Programs/Groups tab, as shown below. The number in parenthesis after the Client Group name states the (# of clients enrolled in the group/max group size) indicating how full the group is.
- If you choose to enter a number here, it will be reflected in the Clients Module > Programs/Groups tab, as shown below. The number in parenthesis after the Client Group name states the (# of clients enrolled in the group/max group size) indicating how full the group is.
- Click on the Clients tab.
- Add clients to the group:
- Click on the picklist
.
- The Select Clients window will appear.
- Scroll through the list and click once on each client name that participates in the group.
- This will cause the name to appear in a darker shade of blue.
- Once you are finished selecting clients, click OK.
- The Select Clients window will close.
- The names will all appear in the Clients tab.
- Click on the picklist
- Click Save.