In TheraNest any case that includes more than one client should be a group.
1. Click Clients > Groups
2. From the groups page click New Group button.
3) Enter Group Name and select the type of Group.
Note: The type of group doesn't change the setup or structure of the group. It's just an FYI for you.
4) Enter client names by typing name then selecting the name from the drop down list.
5) Click Save