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How To: Group Charting Notes

Our charting system allows therapists to take notes on clients during or after a session for both individual and group client sessions.

Abdullah Khan avatar
Written by Abdullah Khan
Updated over 6 months ago

One of the core features of Ruh Care is a HIPAA-compliant Electronic Health Record (EHR). Our charting system allows therapists to take notes on clients during or after a session for both individual and group client sessions. You are able to log into your Ruh Care provider account from anywhere to access your records, without putting your client's private health information at risk.

For group appointments, providers have the option to create a group charting note. Group charting allows you to save time documenting sessions for couples, families, support groups, and more.

Benefits of Group Charting Notes

  • The creation of a single (editable) charting note documenting multi-client sessions

  • The ability to simultaneously add notes for each individual client in attendance


Create a Group Charting Note Template

Group charting is intended for therapists to take notes on the session as a whole. Hence, specific client data/fields are not recommended for this style of documentation.

To get started with group charting, we recommend creating a new charting template for your group session(s).


Tracking Attendance in Group Charting Note

When a Charting Note is created from a Group Appointment by going to Calendar (left navigation sidebar) > Appointment block, all clients scheduled for the appointment appear in the Individual Client Notes section of the Group Charting note. Some therapists only expect clients who were marked as attended to appear on the Charting Note.

To solve this issue, when a Charting note is created from a Group Appointment after tracking attendance, all clients scheduled for the appointment will continue to appear in the Individual Client Notes section of the Group Charting note, but Clients who were marked as having attended the appointment will appear at the top of the Individual Client Notes section.

Meanwhile, clients who were NOT marked as having attended the appointment will appear below Clients who were marked as attended.

To the right of clients who were marked as attended should appear "(Attended)" as shown below. Clients who were marked as "Attended" will always appear on top in alphabetical order by last name, followed by clients who weren't marked as "Attended" in alphabetical order by last name.


Initiate a Group Chart Note

Once clients are added and have booked a session, you can launch your session and click "Not Written" under Chart Note to start documenting your group session.

Select your Group Chart Note Template from the drop-down.


Complete the Group Chart Note Details

After selecting your charting template, you can complete your charting template, as well as add notes for each individual client. The charting note will ONLY be added to a client's account if there are individual client notes added. If there are no individual client notes, then a charting note will not be saved.

Once saved, the charting note status in the appointment field will show that the note has been created for each individual client.

Click any client's name in the appointment details to return to the charting note.

Alternatively, you can go to the charting section of any client that attended the group session by navigating to Clients > Client Name > Charting . Select "Edit Group Note" to make changes to update your note.

Any updates made to the group notes section of this charting note will automatically be applied to all session attendees' charting notes when saved.


Add Notes for Each Individual Client

For each client included in the group appointment, a free-text field will appear. The charting note will ONLY be added to a client's account if there are individual client notes added. If there are no individual client notes, then a charting note will not be saved.

When individual client notes are added, these will be included at the bottom of the group charting note, within the client's charting. Client specific notes will only appear in their individual account, not within other clients' accounts.


Share Post-Session Summary

Sharing a post-session note will allow you to select relevant fields form the charting note, with the following sharing/options:

  • Create a downloadable PDF

  • Add the session notes to your client's documents for them to view (session notes get added to a folder called "Session Notes" and clients are notified via email of their new document).

Note: Sharing a group charting note will not automatically share it will all clients. The charting note will need to be shared with each client individually by navigating to their Client Profile > Charting > View chart note > Share Note.

Quick Tips

  • Add individual client notes for each client in attendance to ensure the charting note is saved to their account.

  • To share a group charting note with clients, navigate to each client's profile and share the note individually.

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