How to Create a Group Therapy Note

How to Create a Group Therapy Note

There are three ways to create a Group Therapy Note within ICANotes, as a batch from the Therapy Groups button in the Chart Room, from the New Calendar and from the Chart Face.    Creating Batch Group Therapy Notes 1. Click the 'Therapy Groups' button from the Chart Face file cabinet drawer. Screenshot for How to Create a Group Therapy Note    2. The Therapy Groups window will open showing areas A, B, and C. This will look familiar to the Settings & Directories > Group Level Settings & Directories > Therapy Groups tab.    A. Therapy Groups section is where a therapy group can be edited, deleted, or created.    B. Group Sessions section is where a user can view, edit, and add batch group therapy notes.    C. Group Members is where patients can be added to group. Screenshot for How to Create a Group Therapy Note    For more information on how to set up Therapy Groups and Group Members, see the Setting Up Therapy Groups and Group Rosters Knowledge Base Article.   3. Select the Therapy Group that you would like to create a new session for.  Screenshot for How to Create a Group Therapy Note    4. To create the session, click the '+' button by 'SELECT a session or CREATE a new one'.  Screenshot for How to Create a Group Therapy Note    5. The Therapy Group Session Entry window will open. If you have set up your Therapy Group in the Group Level Settings & Directories, the information below will be filled based on that information. Click the 'Save' button once the information is to your liking. You are able to make the following adjustments:
  • Change the encounter date if needed. The current date automatically populates.
  • Edit the Note Title if desired. 
  • Change Clinician if desired. The current User automatically populates.
  • Confirm or change the Service Code or add additional Service Codes and Units. 
  • Add a Bill Under Supervisor if needed. 
 Screenshot for How to Create a Group Therapy Note    6. This will open all five steps for the therapy groups.   Screenshot for How to Create a Group Therapy Note    7. Go to step 3.   A. Add or select a modifier from the dropdown menu (if set up from Settings + Directories).   B. Click the 'Use This Modifier For All' button to set the modifier for all group members.    C. Indicate who was absent for the group (if any). If you indicate absent, a note will not be generated for this patient.   D. Select All Absent for Attendance in Group Notes. By clicking the button, all patients will be mark as absent.    Screenshot for How to Create a Group Therapy Note     8. If you would like to include individual remarks, click on the '+Remarks' button by the patient's name to open the Group Therapy Individual Remarks window. Use the Shrubs from left to right to add content. Click the 'Back' button at the top or bottom when you are finished to return to the previous screen.  Screenshot for How to Create a Group Therapy Note    9. If individual remarks are made, the '+Remarks' button turns green.  Screenshot for How to Create a Group Therapy Note    10. Click into the Group Therapy Note window under Session Remarks (upper yellow text area) to add content that pertains to the whole group. Screenshot for How to Create a Group Therapy Note    11. Use the shrubs from left to right to create the notes that you want on all of the group therapy notes for this session. Add Instructions/Recommendations if desired. Once the group therapy remarks are entered, click the 'Back' button at the top or bottom to return to the previous screen.  Screenshot for How to Create a Group Therapy Note    12. Go to step 5 to combine the group session remarks and individual remarks into a group therapy note for each group member.  Screenshot for How to Create a Group Therapy Note 
  • Create notes &

Common Questions

Problem: How to Create a Group Therapy Note.

Solution: Follow the steps below to resolve quickly.

  1. Check prerequisites and permissions.
  2. Follow the configuration steps.
  3. Verify the result and retry if needed.

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