3 Connect for counsellors, telephone counsellors and financial counsellors : Group cases : Creating a group case
  
Creating a group case
1 In the Operations menu select New Group Session.
The New Case for group sessions screen displays.
2 In the Clients enter and select the names of the clients you want to participate in this group.
3 In the Agency field ddl select the agency where the group will run.
4 In the Case Type field ddl select the group case type.
5 In the Narrative field enter a description of the group session or program.
6 In the Summary field enter the name of the group.
7 In the Assignment section, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select the Primary Care Provider.
8 IF another counsellor is going to share management of the case with you, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select them on the Secondary Care Provider field.
9 In the Status section, in the Stage field ddl select Active.
10 In the Case Link section, in the Case Links field, optionally enter and select the originating case numbers of each of the participating clients.
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Linking to the originating cases in the group case allows you to quickly access those cases should you want to add an activity or note to one of these cases after a group session. See Linking cases.
11 Click savcloseb.
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After setting up the group case you should add a preparation activity to the group case account for your time. See Processing activities for group case sessions if you’re not sure how to do this.