Group Therapy Sessions

Looking to create and chart on group sessions?

Easily bill and chart on all group clients for a session with this easy built in feature!
These quick steps will show the process for adding a new group, taking payment and starting the chart process.

In this Article:


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Create a Client Group

To add a new group:

  • From any page, click (top right) then Group:


  • If on mobile, click (top right) then New Group:


Choose which provider you'd like to create the group under. You can always add others later, but you'll need to pick one to start. Want to share the group with other providers after? Click here to learn how.


From here, enter the:

  • Full group name
  • Group initials (used for autopilot and other areas)
  • CPT code typically used → default is 90853: Group Psychotherapy
  • Click (bottom right) when done

Add Clients to a Group

From the Group List

  • Click Clients (left menu)
  • Groups will be listed at the top of the list
  • Click on the group to load the group details shown below:


  • To add a client, at the top type their name then click the dropdown to add them to the group
  • Click (far right) to load the client profile
  • Click (far right) to remove a client from a group
  • Click (bottom center) to edit the group name or default CPT code used
  • Click when finished (bottom right)

From the Client Profile

Alternatively, from a client's profile, you can add a particular client to a group, or manage their existing group membership.

Go to:

  • Clients (left menu)
  • Click on the client's name, loading their profile
  • Find the section Group Memberships
  • Here we list any groups the client is a part of:


  • Click the dropdown below it - Any groups the client is a part of will already be checked off
  • Click the group name and ensure it's checked off

Group Scheduling

Once the new group has been created and clients added, it's time to get them on the calendar! 

Adding a group to the calendar is the same process as you would with an individual appointment, searching for the group name instead.

Do this go to:

  • Click Calendar (left menu)
  • Click the date & time you want the group appointment for
  • Type part of the group's name in and click on it
  • Search for the group name here
  • Click

Once on the schedule, click on the appointment to manage attendance, payment, and charting.

Share a Group with Another Provider

Sharing a group with another provider means:

  • That provider will have access to the group and can view & edit group clients
  • Can schedule and chart on the group

Sharing a group requires scheduling that group with the second provider, here are the steps:

  • Go to Calendar (left menu)
  • Pull up the second providers calendar
  • Click on the date & time you want the appointment loading the appointment popup
  • To the right of the client name, click the filter button (far right) to toggle it to all clients:


  • Enter the group name, you'll note an alert at the top:
This group doesn't usually see this provider
  • Click

check_circle That group appointment will then be created on the new provider's calendar.

Group Attendance

The main breakdown in attendance is yes or no:


With Yes (attended):

You can use:

  • A Standard or Custom CPT code
  • Or no fee

With No (did not attend):

You can use one of the available system codes:

  • no show
  • late cancel
  • or no fee

From here, you have a few options of how to set CPT Codes:


Additionally, some other helpful information:

* or keep scrolling for all sections

Mark all as Attended (with default CPT Code)

  • If you have more clients attending than not, the easiest thing is to mark them all as attended
  • Click the checkbox (top left) shown below
  • Then just change any client specific CPT codes after the system does it's magic ✨


Edit CPT Code for Client: No CPT Code Entered

  • Click on the dropdown under the Attendance column
  • With the dropdown, we group & list the attendance order from Yes → No
    • Both options include a No Fee option at the bottom of their respective lists
  • Scroll down to find your selection:


Edit CPT Code for Client: CPT Code Already Set

  • If attendance is already set, click the pencil icon to first clear out the selection
  • Then click the dropdown and select another CPT code


checklist Pick Different CPT Codes for Each Client

  • We support multiple different CPT code selections
  • Set one client for 90853, another one for a custom CPT code: the combinations are unlimited!


person_check Attendance and Confirmations: Visual at a Glance

  • Under the Attendance column, before a CPT Code is selected we show confirmations:


  • Once attendance is set with a CPT Code, we note their attendance with yes / no colored icons:


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Accept Payment

From the appointment popup, to the right of the CPT code for any client click

Start Charting

To begin charting, click the top far right button:


  • If looking to use a custom chart note template, select it from the Chart Entry Style dropdown:
    • Only custom templates are supported
    • They can't be edited, but you can include more details in the Group Notes section for each specific client
  • Our HIPAA and SOAP note templates are only available on single client appointments


  • For general group session notes, enter those in the Group Notes section
  • Within the notes editor, we support the following formatting:
    • Text sizes → from heading 1-6 and normal text
    • Formatting → bold, italic, underline, and small text
    • Additionally → bullet points, numbered bullet points, and paragraph indentations


  • These will become a part of all client chart notes that attended the session

Client Specific Notes

  • For any specific client notes, enter them below group notes, beside each client's respective name
  • These are optional, and will only be added to this specific clients chart notes


  • When complete, click (bottom right)
  • Review the chart note, ensuring it's correct
  • Then click (bottom right)
Note: When clicking both buttons above, you should see a popup warning with a progress bar as the system locks your chart notes. Please avoid navigating away from this page during that process.

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