Use this for setting up new groups to use on an on-going basis.
Step-by-step guide
- From the Home screen in Catalyst, click on Client Info, then click on Group Info
- On the Group Management – Group Search screen, click the Search button.
- You will be taken to the Group Search Results List screen where you will see all of the groups that have been created by your agency. If you have never added/used groups before, this screen will show no results. Click the Add Group button at the bottom.
- Fill in the fields on the Group Edit screen. Below are the 3 fields that are mandatory to enter data into in order to create your group. The other fields are for your internal purposes should you wish to add information.
- Type in the name of your new group
- Add a Group Start Date (this is normally the date of the first instance for this group. For example, if you are starting this group today, you can use today’s
- It is important to Note that: If you will be using this group in the future, there is no need to re- create this group over again or to add a new group. One group with this intended purpose will suffice. An example would be, if you have a Counselling Group created for your morning community treatment clients, you can use this same group for your afternoon community treatment
The reports pick up the date that a group was held and the members that attended the group:
CL-14: List of Group Members
CL-15: Group Attendance by Group Name
CL-16: Service Details by Program Report
CL-20: List of Client Appointments
The OHRS reports and the Staff reports.
- Click either Save or Save and Add a New Member.
- If you decide to add members right away, click Save and Add a New Member.
Note: You do not need to add members if the group will not always have the same clients. You can add group members ‘on the fly’ from the Group Attendance in the Activity Log.
