New Group Note Function: Click the “Add Group Note” button and a new screen will appear. Select the group from the “Choose a Group” pull down. If there are clients that should not receive the note, exclude them by clicking the “Exclude” check box to the right. Click the “Next” button and a screen will open which will allow for documenting a group note for all selected clients in the group.
For additional help - Creating a Group Note (Video)