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How to write a Group Note.
If a Group Session is scheduled for today or in the past, the group note will appear on the "My Tasks" widget of the dashboard of the group leader(s). Group leaders can simply click on the note from here in order to start the note.
Alternatively, notes can be opened from the scheduler. Navigate to Calendar > Scheduler and select the group session, then select "Add/Edit Note".
In order to write a group note, follow these steps:
1. If you are using Alleva Echo (our AI note-writing assistant), launch Alleva Echo. Learn more about Alleva Echo here>
2. Within the group note, you will see an individualized note for each participant in the group, as well as an overall group note underneath. Select whether each participant "Attended", "Cancelled", or "No Showed".
3. If necessary, you can change the time attended on a participant level. If, for example, a participant joined 20 minutes late, adjust the time to reflect their actual participation time. This time will be reflected on that participant's note and fin their services reflected in ETT.
4. Write an individualized note for each participant that attended the group. Use the "Add Clinical Terms" feature to add a note template if needed (templates are created by your team in System Settings > Templates > Notes).
TIP: Tag users and user groups in group notes with the @ symbol and they will receive a system notification that they have been tagged in the group note. This works similarly to the communication log and is a way to securely and efficiently communicate with your team within Alleva.
5. If necessary, you can remove clients that aren't supposed to be in this group via the trashcan icon, or add other clients via the "Add Client" button.
6. Write an overall group summary in the "Group Note" box. Keep in mind that you can select "Add Clinical Terms" button to add group description templates if your admins have created them in System Settings > Templates > Notes.
7. Assign reviewers to sign off on your group note if needed, then save and sign. Any reviewers added will see the group note in their "My Tasks" list with the status "Pending Review", as well as in the "Review Screen" tab on the left hand menu. Once all reviewers have signed off on the note, it will be marked as completed and the session will turn green on the scheduler.
🎉🎉 Done!! The group note will be accessible on the "Notes" screen of each participating client's chart. The note will only include their individualized note and the overall group summary.