How do I put clients or caregivers into groups?

Create a group in Case Management, then add clients and caregivers with Add a person, or from the Groups field on a client's Overview.

Quick answer1 min readUpdated for AveeCare
Short answer

Go to Case Management, open Groups and tap New group. Enter a Group name and tap Create group. Open the group and choose people in Add a person: a group can hold clients and caregivers together. You can also add a client from their Overview, in the Groups field (Add to a group). A visit form can then be required only for a group's clients.

Step by step

  1. Open Case Management from the menu.
  2. Open Groups and tap New group.
  3. Enter a Group name and tap Create group.
  4. Open the group and choose clients or caregivers in Add a person, or add a client from their Overview with Add to a group.

Good to know

  • No Case Management in the sidebar? It is off until your agency turns it on: Settings, Modules, Optional pages, Case Management, Yes.
  • A client in several groups: A client can belong to more than one group.
  • Can't see groups: Your permission group needs Case Management turned on. An administrator can change it.
  • Forms by group: In the Form builder, Which clients can name groups as well as clients.

Keep going

Form builder (drag fields)

Drag fields, set required, set conditional logic, save the template.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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