Allocating your clients to groups can help keep your clients organised. Groups are useful if you want some users (practitioners) to have access to some groups of clients or if you’re analysing outcome data on a group specific level, or when doing a mass assessment email to the group.

If you’re part of a practice with multiple users (practitioners) you can use groups to make clients (patients) who belong to that group visible to some users. This is an alternative method of controlling client access by individually assigning clients to particular users.

Examples of when groups might be useful include if you’re wanting to analyse your outcome data on a group specific level. For example, if you want to compare treatment response for a group receiving CBT versus a group receiving psychopharmacotherapy, you could create two groups, and allocate clients to those groups. When data is downloaded and analysed the group for the client will be recorded. 

Note, if you are part of a Practice, only Account Managers and Supervisors can create or edit groups, while Practitioners have access to allocate clients to existing groups.  

Below are instructions. 

Creating a group and grouping clients

1. Go the the Client tab -> Client Groups -> Create new group
2. Enter the name of the group and press OK.
3. Press Client Groups again –> Allocate Clients to Group(s)
4. Next to the client name a tick box will appear. Tick the clients you wish to add to a group.

   

5. At the bottom of the screen, press Choose Group, and select the group(s) you would like to allocate the client to.  

Allocate a User (practitioner) to a Group

If you’re part of a practice with multiple users (practitioners) you can use groups to make clients (patients) who belong to that group visible to some users. This is an alternative method of controlling client access to individually assigning clients to particular users. 

1. Account tab
2. Users
3. Select Groups(s) you would like the the practioner  to have access

That user will then have access to all the clients included in that group. To remove their access to those clients, you can remove the user from the group following the same process.

Add Client to a Group from the Clients Page

1. To add a client to a group from the clients page, first go to the Clients tab.
2. Locate the client you are wanting to add to a group
3. Click Edit Client
4. Select the Client Group option.
5. Select the Group you want the client to be allocated to and press OK
6. Press save
   

   

7.  You can also check what Group a client is allocated to by selecting the client, and then clicking Edit Client.  Under the Client Group option you can see if they are part of a group.

Manage groups from the Account tab. 

1. Go to the Account tab of your NovoPsych account.

2. Click on “Client Groups”.

3. To create a new group, click “Add Group”.

4. Type in the name of the Group you want to create.

5. To add clients to a group, click on  the “View Clients” option of the group.

6. On the top right hand corner, there is a green button called “Add Client”. Click this button.

7. A list of all clients on the account will show. Select the clients you wish to have added to this group.

8. To remove a client from a group, click “View Clients”

9. Click “Remove from Group”. To confirm the removal, click yes

Removing/Deleting a Group

1. Go to the Account tab
2. Click on the “Client Groups” tab
3. Locate the group you wish to remove
4. Click “Remove Group” on the right side. Note this will not delete clients, but will remove their association with the group.