Change a Single Client's Group
Navigate to the Clients tab and select the client
Go to "Actions" from the top profile menu
Expand the "Personal Information" section
Find the "Group" field
Select the desired group from the dropdown
Note: When you change a client's group, they will be prompted to complete any paperwork associated with their new group. If a client is archived, they will NOT receive any notifications and will remain archived.
Bulk Change Clients' Group
If you'd like to change multiple clients' groups, you can use the bulk-edit function in Ruh Care.
Navigate to the Client's tab
Select the clients whose group you'd like to change
Click the Actions button > "Change Group" that appears at the bottom of the screen
Select the intended group from the drop-down menu
What Happens When a Client's Group Changes?
Below you'll find some common scenarios relating to workflow changes when a client's group is changed:
Group Appointments:
If a client's current group is assigned to a group appointment, they will be removed from that session if they are removed from the group.
If a client is placed into a new group that is associated with a group appointment, they will automatically be enrolled in that session.
Intake Forms:
If a client is moved into a new group, and there is an intake flow associated with that group, the client will be prompted to complete any NEW forms (forms they have already completed).
Community Chat:
If a client's current group is assigned to a community chat, the client will be removed from the chat if removed from the group. They will still be able to see historical chats for that group, but will not be able to contribute further to the conversation.
Quick tips
After changing a client's group, verify their enrollment status in any group appointments to avoid scheduling conflicts.
Use bulk-edit functions to efficiently manage changes across multiple client groups