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Ruthie is not online. Last active: 5/19/2011 9:51:13 AM Ruthie
Joined: 28 Feb 2008
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Recording Group / Individual Education
Posted: 09 Jun 2008 12:42 PM
I've had a problem recording a Group Education and Individual Education on the same date. A client came for an individual class in the afternoon and stayed for an evening group class. Any suggestions?
sarahm is not online. Last active: 5/27/2011 12:01:09 AM sarahm
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Re: Recording Group / Individual Education
Posted: 09 Jun 2008 01:43 PM
Hi Ruthie,

You can enter both a Group Class attendance and an Individual Education form on the same date of visit. I just double checked this to make sure it worked properly. What kind of problems are you running into?

Group Class attendance will need to be recorded in the "Group Classes" area, while the Individual Education form will have to be filled out in the client's file.

**Special Note: If you enter the Group Class FIRST, later when you enter your Individual Education form you will need to set up the date of visit by entering a new "Case Visit" form. This is because when you mark attendance for a Group Class, the system automatically adds a "read-only" Case Visit form for this Group Class...in order to add other activities for this same date, you'll need to add a new Case Visit form, with the exact same date.

If you have any trouble with this, just let me know. :)

Blessings to you!

Sarah

Heather is not online. Last active: 1/7/2010 7:15:28 AM Heather
Joined: 11 Dec 2009
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Re: Recording Group / Individual Education
Posted: 11 Dec 2009 07:42 PM
Sarah,

I have also encountered a similar prolbem. When I go under 'group class' and edit to show who attended the class for the evening. It shows up under the client file in a light grey color just as when a client has not been checked in for their appointment. I also noticed there is a 'group class' link under the 'add new' in the clients file. what is the difference? and how do I apporopriately track the group class attendence?
Thanks
ashleighg is not online. Last active: 12/12/2024 7:15:04 PM ashleighg
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Re: Recording Group / Individual Education
Posted: 12 Dec 2009 12:58 PM
Heather-

You will track the attendance for a group class under the "Group Class" tab along the left hand side within Client Management. Click "edit" to add attendance for that day. It will not show up as an "editable" case visit, it will be set.

Blessings,
Ashleigh
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