Chart: Schedules for Group Sessions

Assign Group Session Schedules directly to the patient chart using the designated tab. Assigning a Schedule automatically adds the patient as an attendee to all sessions included in the schedule when the group session is started. 

Note: You can easily discontinue a schedule as the patient's treatment needs change. 

Assign a Schedule

Schedules are assigned using the Add Form button within the Patient Process tab selected in the Schedule Template. 

Important: For organizations using the Scheduler, Schedules are assigned to the patient directly from the Scheduler tab. 

To assign a schedule:

1. From the patient chart, open the tab where the schedule has been assigned.
2. Click Add Form. 
3. Choose the Schedule by clicking Add.
   
4. Schedules will be listed at the bottom of the page, after all other forms.
5. You can assign the patient to as many schedules as needed.
6. Click on the Schedule name to view the associated Group Session day and time.
7. If the patient has multiple schedules added to their profile, use the Show Combined Schedules button to view all group sessions assigned to the patient across their schedules.
8. Click the Print icon to print out a paper copy of the schedule for the patient.

Dropping an Assigned Schedule

When a schedule no longer applies to the patient, you can drop the schedule. 

1. From the patient chart, open the tab containing the Schedule.
2. Click on the Schedule Name to open.
3. At the end of the schedule, click Sign to Drop this Schedule.
4. Sign and click Submit.
5. The schedule will show as dropped.