How to add a Group under Admin?
Please follow the below steps to Add a Group under Admin:
1. From the Blue menu on the left, go to Admin. Then click on Add Group.
2. Fill out the fields:
a. Title – Name of the group. Enter the title name
b. Status – Select the statuses which the group should have access to. By default, all are added. You can simply click on the "x" on each status that you wish to remove.
c. Payroll Supervisor - Multiple Supervisors can be added. Select the name(s) from the drop-down
d. Leave Supervisor - Select the name(s) from the drop-down
e. Availability Supervisor - Select the name(s) from the drop-down
f. Zone List – Select the zone(s) for which the group should have access
g. Provider List – Add provider(s) by clicking names
h. Show Team Member - If there is no zone access given (Zone List) then enabling it will allow Therapists to have access to clients of their Treatment Team.
3. Click on save and you have successfully created a Group under Admin!