{"id":767,"date":"2015-01-22T17:22:38","date_gmt":"2015-01-22T17:22:38","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=767"},"modified":"2017-06-01T21:13:39","modified_gmt":"2017-06-01T21:13:39","slug":"group-notes","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=767","title":{"rendered":"Group Notes"},"content":{"rendered":"<div class=\"et_pb_section\">\n\t\t\t\n\t\t\t<div class=\"et_pb_row\">\n\t\t\t<div class=\"et_pb_column et_pb_column_2_3\">\n\t\t\t<div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<h3>Group Notes<\/h3>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<div style=\"width: 1080px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-767-1\" width=\"1080\" height=\"608\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/roxysoftware.com\/wp-content\/uploads\/2016\/07\/Group-NotesNEW_July2016.mp4?_=1\" \/><a href=\"https:\/\/roxysoftware.com\/wp-content\/uploads\/2016\/07\/Group-NotesNEW_July2016.mp4\">https:\/\/roxysoftware.com\/wp-content\/uploads\/2016\/07\/Group-NotesNEW_July2016.mp4<\/a><\/video><\/div>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<p>Use a group note to record details about a group session; you can also record details about your client contact and your time spent.\u00a0 Once a group note is saved, it is locked and cannot be edited; changes can only be made through the addition of an addendum.\u00a0 Therefore, review your group note carefully before saving it.<\/p>\n<p>To enter a group note:<\/p>\n<p>1.\u00a0 Go to the <strong>Menu<\/strong> at the top of the page, go to the <strong>Clients and Contacts<\/strong> section, and select <strong>Group Sessions<\/strong> to access the central list of group notes.\u00a0 Select the Create icon located in the upper right corner of the list.\u00a0 Or, go to <strong>Actions<\/strong> at the top of the page, go to the <strong>New<\/strong> section and select <strong>Note<\/strong>, and specify &#8220;Group&#8221; at the New Note Helper page.<\/p>\n<p>2.\u00a0 Enter the appropriate information.\u00a0 You must select a related program or else you won\u2019t be able to save the record.\u00a0 If you need to backdate your note, use the date field to do so.<\/p>\n<p>3.\u00a0 To record details about your client contact and time spent, use the <strong>Next<\/strong> button at the top of the page to go to the <strong>Contacts <\/strong>page and the <strong>Time Spent<\/strong> page (these pages are covered separately in detail.)\u00a0 Once you have entered your contact and time spent details, you\u2019ll be prompted to take attendance to identify the clients who were present.<\/p>\n<p><strong>Tip:<\/strong>\u00a0 to make changes to <strong>Contacts<\/strong> or <strong>Time Spent<\/strong> after the group note has been saved and closed, open the note and select <strong>Edit Related Contacts and Time Spent<\/strong> on the main note page.<\/p>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<p><a title=\"Contacts (Group Notes)\" href=\"https:\/\/roxysoftware.com\/?page_id=770\"><strong>Continue to Group Notes: Contacts<\/strong><\/a><\/p>\n<p>Back to <a title=\"Pirouette User Training Guide \u2013 Contents\" href=\"https:\/\/roxysoftware.com\/?page_id=523\"><strong>Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> <!-- .et_pb_text -->\n\t\t<\/div> <!-- .et_pb_column --><div class=\"et_pb_column et_pb_column_1_3\">\n\t\t\t\n\t\t<\/div> <!-- .et_pb_column -->\n\t\t<\/div> <!-- .et_pb_row -->\n\t\t<\/div> <!-- .et_pb_section -->\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":523,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-767","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/767","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=767"}],"version-history":[{"count":20,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/767\/revisions"}],"predecessor-version":[{"id":3155,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/767\/revisions\/3155"}],"up":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/523"}],"wp:attachment":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=767"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}