What’s New: Group Progress Note Wizard

We’ve introduced a new streamlined experience for documenting group therapy sessions using the DAP note format (Data, Assessment, Plan). Designed to help reduce repetitive documentation and simplify note completion across multiple participants, this enhancement helps clinicians efficiently capture session content, clinical impressions, and next steps in a concise, structured format.

The updated experience includes a guided, wizard-style process for completing group progress notes. As part of this new process, clinicians assigned to the appointment can quickly select which scheduled participants attended or missed the session and adjust participation times as needed before documenting individual notes.

When completing the Group Information step of the workflow, the shared Data and Plan details automatically populate forward to each participant’s individual progress note. These sections remain fully editable, helping reduce repetitive documentation while preserving flexibility for participant-specific details.

As clinicians work through the group, they are automatically prompted to move to the next participant’s progress note after signing and selecting “Save & Next” or by saving the note as a draft. Clinicians can also create Missed Appointment Notes for participants who did not attend the session.

By combining a guided documentation wizard with the DAP note format, this enhancement helps reduce documentation burden, save time, and support clear, clinically meaningful group session records. The new experience will apply to upcoming and newly created group therapy sessions, while existing group session documentation and previously completed notes will remain unchanged. This enhancement will gradually roll out to practices over the next few weeks.