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Settings tab in groups

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Why Group Settings Matter

The right group configuration ensures:
  • Staff can efficiently document services
  • Members receive appropriate care and support
  • Documentation meets compliance requirements
  • Service tracking aligns with billing needs
Save time by configuring settings once and importing them to multiple groups! Instead of manually configuring each group’s settings, you can set up one group exactly how you want it, then use the import feature to copy those same settings to all your other groups.

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Settings Explained

Here’s a detailed breakdown of all group settings and what they control:
General Group Settings do not save automatically, press save at bottom of the page once you are finished.

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Service Record Settings

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Enable Service Records

  • Default Setting: Enabled
  • Description: Controls the overall service record functionality for the group. When disabled:
    • No new service records can be created
    • Existing records remain accessible but locked
    • All service record features are deactivated

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Enable Attendance

  • Default Setting: Enabled
  • Description: Adds Present/Absent tracking to service records
  • Note: Required for time tracking features
  • Impact: Enables attendance reporting capabilities

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Enable Time Tracking Events

  • Default Setting: Enabled
  • Description: Allows tracking of service duration and timing
  • Requirements: Attendance must be enabled
  • Use Case: Essential for billing and service duration monitoring

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Documentation Settings

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Required Note for Signing

  • Default Setting: Enabled
  • Description: Makes note entry mandatory before signing service records
  • Purpose: Ensures proper documentation of services
  • Impact: Staff cannot sign records without adding notes

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Required Documentation Template

  • Default Setting: Default Template
  • Description: Sets the automatic template for new service records
  • Contents: Default template includes:
    • Total Time Spent with member
    • Progress review
    • Additional Notes
  • Note: Template completion is required

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Allow Multiple Notes

  • Default Setting: Enabled
  • Description: Enables multiple note attachments per service record
  • Benefit: Allows multiple staff members to contribute documentation
  • Use Case: Ideal for collaborative care settings

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Staff Settings

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Default Staff Assignment

  • Default Setting: Default to you
  • Description: Sets the automatic staff assignment for new service records
  • Flexibility: Can be modified per individual record
  • Purpose: Streamlines record creation process
These settings can be adjusted at any time by group administrators. Changes will affect new service records but won’t impact existing records.