How to Create/Edit Group Notes from the Groups Screen

1. Log in to Opus Breeze EHR.

Log in to Opus Breeze EHR.

2. Navigate to the “Groups” section from the left menu bar and select it.

Navigate to the “Groups” section from the left menu bar and select it.

3. Utilize the magnifying glass you can find before the "three dots."

Utilize the  magnifying glass you can find before the "three dots."

4. Click on "Edit

Click on "Edit

5. If you have multiple participants added to the Group Session, you can find the group notes of each individual you wish to edit on the left pane. Saving group notes can be done with 3 statuses: Draft, Pending and Completed.

For Draft and Pending Group Notes, you can make the edits instantly.

For Completed Group Notes, Click on the "Unlock" button and enter the reason for unlocking the document. Click on the "Accept & Unlock" button to change the document status from completed to pending.

If you have multiple participants added to the Group Session, you can find the group notes of each individual you wish to edit on the left pane. Saving group notes can be done with 3 statuses: Draft, Pending and Completed.