This module will enable you to create your groups of clients to be pulled into group notes. You can create your group name and add/edit clients. The [Manage Group] button is located under the Clinical module.
Articles in this section
- How to Assign the Same Email Address to Multiple Clients When Accessing the Client Portal
- Create Picklists for Gender, Race Ethnicity, and Language
- Assigning the same email address for multiple clients to access the Client Portal
- Sending email notifications for appointments to multiple email addresses for a client
- How to Setup OakTree User Roles
- How to Add and Edit Managed Groups
- How to Navigate the OakTree Calendar
- Setting up Signatures for Clinical Forms
- Video Calling and Scheduling Appointments
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