Settings tab in groups
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.
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.
Service Record Settings
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
Enable Attendance
- Default Setting: Enabled
- Description: Adds Present/Absent tracking to service records
- Note: Required for time tracking features
- Impact: Enables attendance reporting capabilities
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
Documentation Settings
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
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
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
Staff Settings
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.