How do I Create Groups for Direct Services?

Creating a Group:

• Click on Groups in the the lefthand navigation menu. 
• Click +New Group towards the top right corner. 
• Group Name - The name of the group you are working on.
• Status - Is the group active or inactive? When a group is no longer meeting, you can change the status to inactive. 
• Organization - The name of the organization in which the group is under.
  • This field should automatically populate.
• Program - Select the program for the group (Student Support, Tier 1, Tier 2, etc.)
• Description - Brief description of the group (optional).
• Assigned To - The provider's name.
  • This field should automatically populate.
• Funding Source - If a funding source is required, choose from the drop-down menu
• Service - Select the service for the group
• Site - Where does the group take place?
• Meeting Start and End time - If the group will consistently take place at the same time, you can enter it here. This can be updated for specific group sessions. Otherwise, it can be left blank and entered for each session. 
• Click Save.

If you don't have the Groups option, please have your bhworks administrator contact support@mdlogix.com to request adding this feature.