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Complete a Group DAP Note

The Group Note wizard provides a centralized, guided experience for documenting group therapy sessions in TherapyNotes®. Instead of opening each patient’s chart individually, clinicians can complete all required group session documentation from a single workflow.

This workflow supports the DAP (Data, Assessment, Plan) format and helps reduce repetitive data entry by allowing shared group information to flow into individual patient notes.

Note: Clinician Assigned to the Group Therapy Appointment


Access the Group Note Workflow

You can open the Group Note workflow for a group therapy appointment by visiting:

  • The To-Do page through a consolidated To-Do item or To-Do > Notes tab
  • Scheduling > Click the appointment > Notes tab
Note: Only clinicians assigned to the Group Therapy appointment can access and complete the Group Note workflow.

 

Group Note Workflow Overview

The workflow is divided into three guided steps:

  1. Session Details, Attendance & Note Status
  2. Group Information
  3. Individual Patient Notes

Step 1: Session Details, Attendance & Note Status

In this step, review and update the group session details and participant attendance information.

For each participant, you can:

  • Mark attendance status
  • Adjust individual start and end times
  • View the current note status
Note: Once a participant’s note has been saved, that participant’s attendance row becomes locked and can no longer be edited.

If a group appointment is canceled, all participants are automatically marked as missed. If the appointment is reinstated, attendance statuses return to their previous state.

start-GNWF.png

 

Step 2: Group Information

The Group Information step is where you enter shared DAP content for the session.

This section allows you to document common information once and automatically carry it forward into each participant’s individual note.

Examples of shared information may include:

  • Group topic or focus
  • Shared interventions
  • General group observations
  • Planned next steps
Note: Shared content only carries forward into notes that have not yet been started or saved.

Complete the required Data and Plan fields to proceed to Step 3. 

GMWF-DAP.png

 

Step 3: Individual Patient Notes

In this step, you will complete documentation for each participant individually.

Depending on attendance status, TherapyNotes will generate:

  • A DAP Progress Note for attended participants
  • A Missed Appointment Note for participants marked as missed

As you complete notes, the workflow automatically guides you to the next participant after:

  • Selecting Save & Next, or
  • Saving the note as a draft

This helps streamline documentation for the full group session.

GNWF-save-and-next.png

 

Treatment Plan Requirements

If your practice requires treatment plans and a participant does not have a valid treatment plan on file, TherapyNotes will display a notification during the workflow. You can proceed to create the required treatment plan before completing the participant’s progress note.

GNWF-TP-required.png

 

Reviewing and Navigating Notes

As notes are completed, clinicians can:

  • Open completed notes from the note status links in Step 1
  • Use navigation buttons at the bottom of the workflow or top-left side navigation to move between steps and participants
  • View completed notes by visiting:
    • Scheduling > Click the appointment > Notes tab
    • Patients > Patient name > Documents tab

When viewing the Group Progress note from the Documents tab, notes associated to Group Therapy session will include a link in the top-right corner labeled View All Notes for Group Session to return to the workflow. The link will only appear if Step 1 of the workflow (Session Details) has been saved.

view-all-notes-for-group.png

When completing Step 2 (Group Information) and Step 3 (Individual Patient Notes), a top-left step navigator will display to help track progress, see completion status, and quickly jump between patients.

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