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How to add a new group
As a therapist, log in to the platform with your registration credentials.
Groups
From the side menu, click on GROUPS and view the section: from here you can create and manage the lists of your Groups on the platform and view an initial overview detail.
How to add a Group
You can add a new group in two simple steps.
From the side menu, click on GROUPS and view the section:
- Click ADD GROUP and enter the required data to identify the group:
- Type the name you want to give to the new Group (this data will always be editable by you)
- Choose the type from the options displayed (this data will also always be editable)
- Click CANCEL to cancel the operation.
- Click NEXT to proceed
- Choose the participants (patients and possibly a co-therapist):
- Patients:
- Click “▼” from the drop-down menu and select the patient you want to add to this group; a list of patients who can be added to the group will be displayed.
- Click “ADD”
- repeat to add other patients
- Remember: you can insert a maximum of 20 patients in the same group.
- Therapists:
- Click “▼” from the drop-down menu and enter the name of the co-therapist you want to include in this group.
- click “ADD”
- Remember: you can only include one co-therapist per group.
- Click “BACK” if you need to change/verify some data.
- Patients:
- SAVE THE GROUP and you will see the complete summary:
- General group information: name, type, link that will be shared with participants (it will always remain the same)
- Group participants: name, surname and email of each patient
- for each patient you see <
/
>
to select/deselect to forward/not forward the invitation to that patient - You can customize the invitation message for patients (it will be the same)
- for each patient you see <
- Therapist: the name, surname and email of the co-therapist you invited to the group
- also for the therapist you see <
/
>
to select/deselect to forward/not forward the invitation to the therapist - You can customize the invitation message for the therapist.
- also for the therapist you see <
- Click “SEND INVITATION” to immediately email the invitation to the selected participants. You can also send the invitation later.
OR - Click “CLOSE” and return to the Groups section where you will see the new group you just added:
Summary
