Create Client Groups to categorise clients into custom groups of your creation.

💡 You can use Client Groups as a filter on your reporting

💡 Client Groups are predominantly used to identify a client's payment type: ie, Medicare, NDIS, Private, etc OR, the main issue the client is presenting with

💡 Only one client group can be assigned per client

This article includes:

1. Creating a client group

2. Deleting a client group

1. Go to a client file

2. Navigate to Details/Referrer

3. Click on Edit next to Client Group

4. Select Add Group

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1. Go to a client file

2. Navigate to Details/Referrer

3. Click Delete
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💡You can only proceed with deleting a client group, once all clients are no longer linked to the client group

See similar articles regarding your account set up:

📝CRN Number

📝Client details

📝Updating a client's case status

📝Transferring clients between sites

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