Group Notes

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The Services - Group module's Group Notes feature enables case managers and counselors to quickly and easily record staff contact time with a group of consumers, as well as to view reports on those contacts.

Required Permissions

Use of the Group Notes feature requires the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Services - Group Button

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.

Additionally, please keep in mind that:

  Though users can view group notes written by others using report mode, they can only update and delete group notes they themselves entered.  An exception is made for users with the "Surrogate Data Entry - Group Notes" permission.

  If you will be electronically signing group notes, you must have completed the e-sign setup process.  For more information, please click here or refer to the Electronic Signatures Instruction Sheet.

Click-by-Click Instructions

Entering / Updating a Group Note - Learn to create new group notes and edit existing ones.

Deleting a Group Note - Learn to delete group notes you previously entered in AWARDS.

Electronically Signing Group Notes - Learn to electronically sign group notes you or others have written.

Viewing a Group Notes Report - Learn to view group note reports using available report settings.

Viewing a Group Attendance Report - Learn to view group attendance reports.

Using the Group Notes ReportBuilder - Learn to generate customized reports of services data as recorded using group notes.

Additional Group Notes Reports 

The following reports, while not located within the Group Notes feature itself, can be a useful tool for reviewing services.

Service Contacts ReportBuilder - Used to generate custom reports of individual and group services. 

Frequently Asked Questions

Group Notes Frequently Asked Questions

FootholdConnect Event Recordings

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Group Functionality (58 min) * - March 2015

Learn how to make the most of group-related functionality in AWARDS, including some features you may not be using yet.  We'll touch on group activities, group notes, group scheduling, linking groups to service plans, auditing groups, electronic signatures for group notes, and more!

Service Contacts Optional Enhancements (42 min) * - May 2016

Join us for a review of the enhancements available for Services module functionality related to recording and reporting on contacts - Progress Notes, Contacts Log, Group Notes, Supportive Services Checklist, and Service Contacts ReportBuilder.

User's Conference Continued - Service Documentation 101 (1 hr) * - June 2018

Accurate documentation of the services you provide to clients is one of the most essential parts of your work. This course will cover basics of data entry documentation of services within AWARDS. Our curriculum will cover data entry for recording items such as Plans and Reviews, Progress Notes, Group Notes, and Assessment Forms.

Enhancement Request Forms

Several aspects of the Group Notes functionality are configurable. If you are interested in learning more about available options and/or would like to move ahead with configuration, download the following request form, complete the group note-related portions, and then submit the form to [email protected].

Service Contacts - Implementation Request Form