Add clients to a group
Practice Admin PA Admin
Some clients may belong to a larger group. Such clients can be grouped for WIP/DRS tracking and billing purposes.
The client group must have been previously created. See Create client groups.
- Search for, then select the client to be added to the group.
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Select Client > Details from the menu, then select the DRS/Collection tab.
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Click the magnifying glass to open the Contact Search window, which is set by default to show only contact groups. Search for, then select the required contact.
If the required contact can't be found, change the Contact Type to All Contacts.
- The newly selected group is displayed. Click Apply to save the changes. Repeat this process for any other clients to be added to this group.