Click the New button.
The New Group screen will open.
Under the Group details section, add:
Code – add a code, you do not need to use a client code, but clients will populate as you type.
Group description
As a rule, the Code must not be updated or changed. However, you can update or change the Group description.
In the Office area, select the relevant office to be linked to this group.
Set the Start date (you may need to backdate this).
Click Save.
Setting group addresses
The Addresses tab allows you to update the business, postal, and physical addresses for this group, using the Practice Management address picker.
If you have ticked the ‘Use Group Addresses’ box on the Client Address tab and they are a member of the group you are editing, changes to the Group Addresses will update on those client records for Postal, Business and Physical address fields.
Once you have updated all relevant details, click Save , then close.
Editing group details from Group Maintenance
From the Maintenance menu at the top of the screen, select Groups from the drop-down list:
This will open the Group Maintenance screen. From here, you can search for existing groups.
Select the Refresh button to view all groups, or use the Name contains field to search by name.
You can also select an Office to narrow the search to groups linked to a particular office.
Click on the pencil edit icon to open and edit the Group Details
