Interactive Walkthrough: How to Create a Group Note in the Portal

Overview

With PIMSY's Portal, documenting group services is streamlined and efficient. When a Group Note is created, the system automatically generates individual notes for each designated group member. This feature reduces redundancy and saves the clinician valuable time and effort, whilst ensuring that each client’s record is properly documented.

Required Permissions and Prerequisites

This article is in reference to our Portal
Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- Group Notes