Group Progress Note

Group progress notes should be completed for any private insurance clients that attended the group.

1. Group leaders or whoever led the group for that day will be required to create a progress note for EACH participant of the group.

2. Click on the group appointment from your calendar, then click on the "Notes" tab, you can easily create a progress note for each group participant from there.

3. If you don't have access to a client to create the note, kindly email [e-mail] to request access or notify your assigned virtual assistant/CSR.