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Using notes, forms, assessments, and transcripts with a group

Complete common clinical tasks for several group members while keeping each patient's information separate.

You can complete common clinical tasks for several group members at once. Allia keeps each patient's information in their own chart.

In this guide, we'll cover:

  • Creating a group note

  • Sending a form

  • Sending an assessment

  • Viewing group transcripts

Note: If a tab or action is missing, ask a practice administrator to check your permissions.

Creating a group note

Important: Anything you add under Generalized Context is copied to every selected patient's chart. Add patient-specific information only under that patient's Individualized Context tab.

To create a note for group members:

  1. Open the group.

  2. Select Notes.

  3. Select Create Note.

  4. Choose all members or select specific members.

  5. Enter a title.

  6. Add shared information under Generalized Context.

  7. Open each patient tab under Individualized Context.

  8. Add information that applies only to that patient.

  9. Save the note, then confirm.

Allia saves a separate note to each selected patient's chart.

Note: Notes created from a group session use one shared meeting note. They don't use the Generalized Context and Individualized Context sections described above.

Sending a form

To send a form:

  1. Open the group.

  2. Select Forms.

  3. Select Send Form.

  4. Choose a saved form or upload a PDF form.

  5. Choose all members or select specific members.

  6. Review the form.

  7. Select Send Form.

Open the form assignment to review each patient's status and response. Depending on the form's status, you can reschedule or cancel it, or select Fill for Patient.

Sending an assessment

To send an assessment:

  1. Open the group.

  2. Select Assessments.

  3. Select Send Assessment.

  4. Choose the assessment and due date.

  5. Add recurrence or a note if needed.

  6. Choose all members or select specific members.

  7. Send the assessment.

Open the assignment to review each patient's status and completed results.

Viewing group transcripts

Select Transcripts to view transcripts from group appointments.

The transcript appears after Allia finishes processing it. Open it to view the session details, transcript, and participants.

Important: Deleting a transcript is permanent. The delete option only appears for users with permission to delete transcripts.

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