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

1. Go to the Client Groups module.
2. Click Add. 
   • The Add Client Groups window will appear.
3. 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. 
       
        
4. Click on the Clients tab.
5. Add clients to the group:
   1. Click on the picklist .
      • The Select Clients window will appear.
   2. 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.
   3. Once you are finished selecting clients, click OK.
      
      
      • The Select Clients window will close.
      • The names will all appear in the Clients tab.
        
         
6. Click Save.