Groups allow the main or head entity to be connected to all child entities or records in Practice Management, enabling group reporting on WIP and Debtors.
Group can be created from either Group Maintenance or Client Maintenance.
When setting up new client groups, the most efficient workflow is to first create a family group from the maintenance area, then add this group to clients during set-up (or as needed).
Reviewing or editing group details
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.
