You can add or edit the group member list at anytime.
1) Click Clients > Groups.
2) Click Details next to appropriate case.
3) Add clients by typing in their name then selecting them from the drop down list.
4. Click Save
Please know adding a group member to the group after an appointment has occurred does not add them to any past appointments. Add the member to the group, delete the past kept group appointment from the calendar, re-add the appointment to the calendar to include the new group member for notes and attendance purposes. They will be included on all upcoming appointments already scheduled.
3b) To remove a client from the group click the X next to their name.
Note: Only the assigned staff can see any data related to the case and any files uploaded to the case.
6) Click Save.