Synchronizing Records in Calendar and Therapy Groups
Overview
In the Therapy Group feature, certain details can be recorded from either the Calendar or the Therapy Group module. These details include adding participants to the appointment/session, removing participants from the appointment/session, and deleting group appointments from the calendar. ICANotes+ ensures that any updates made in one location (Calendar or Therapy Group module) will automatically synchronize with the other location.
Synchronizing Participants in Calendar and Therapy Group Module
When you remove a participant from the group appointment, the system will prompt you to confirm the removal from the therapy group session as well. Clicking Delete will remove the participant also from the therapy group session.
Navigate to the calendar and edit the group appointment.
Click the cross icon to remove the participant from the group appointment as shown in the screen below:
Removing a participant from the group appointment prompts you to confirm the removal from the therapy group session as well. Click the Delete button to remove the participant from both the group appointment and the therapy group session.
Synchronizing Attendance Tracking in Calendar and Therapy Group Module
When you mark a participant as absent in a group appointment, the system will automatically reflect this absence in the therapy group session. Conversely, marking a participant as absent in the therapy group session will also automatically update the group appointment to show the participant as absent.
To mark a participant as absent in the group appointment, navigate to Calendar > Group Appointment and click the Track Attendance button as shown below:
Clicking the Track Attendance button opens the following screen. Select the participant who did not attend the session and click Save.
When you access the Therapy Group module, the participant you marked as absent in the calendar will appear as absent in the therapy group session as well, as shown in the screen below:
Synchronizing Group Appointments and Therapy Group Sessions
When you delete a group appointment, the system will ask for confirmation to remove the session from the therapy group module as well. Clicking Delete will remove the group appointment from the calendar and the session from the therapy group module.
Navigate to the calendar and click on the group appointment.
Click the Delete icon for a group appointment as shown in the screen below:
Deleting a group appointment from the calendar prompts you to confirm the removal of the therapy group session as well. Click the Delete button to remove the group appointment from the calendar and the session from the therapy group module.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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