- Click Clients > Groups from the left sidebar
Click Notes to the right of the group that you would like to enter notes for.
3) Clicking Notes brings you to the Group Notes and Attendance tab where you can select the session date and add a summary about the overall session.
4. Click the Progres Notes tab on the case and you'll see the option to Create New Progress Note, or Create New Wiley Progress Note if you are using Wiley Progress Notes.
5) A new individual progress note will open in the Progress Note tab. This note can be saved for the individual, or applied to all group members: