Creating a Group Copy (Encounter Services) - Step by Step
Creating a group copy allows you to save an encounter service to multiple clients at the same time! To create a group copy several steps must be taken:
Step 1: Navigate to the client you wish to add a group copy to. Searching can be completed through the search bar in the upper right corner, or via the search pages found within the Clients drop down.
Step 2: Once on the client profile where you would like to capture the group copy you first must ensure you have the other clients (that you would like to copy the encounter to) are setup as a 'Linked Account' (Fig. 1). To link one account to another simply press the 'Link Account' button, search for the client you'd like to link up, and press the 'Add Link' button (Fig. 2).
Step 3: After a link has been established you can now add a group copy encounter service. From the Services tab first press the 'Add Encounter' button.
Step 4: To make the encounter a group copy you must first complete and save the encounter service. Once the service has been saved simply use the actions column and press the 'Copy Encounter Button'.
Step 5: After pressing the 'Copy Encounter' button you will get a popup asking you to select the client(s) you would like to copy the encounter service to. This field is multi-select, so feel free to choose as many linked accounts to copy the service to. After making your selections press the 'Save' button.
Note: If the name of the client you want to copy the service to is missing, go back to Step 2 and ensure the clients have successfully been linked together.
Step #6: After you've saved the group copy, the icon for the 'Copy Encounter' button will change, and you can double check within the encounter service to see what profile it was copied to.
Related Articles
Updating and Adding Encounter Services
From time to time within CAC CareNet, you might need to update the services you provide to clients. Luckily, this is an easy process! Please follow the below steps to update, add, or hide Encounter Services. Step 1. Visit the Service Manager page ...Creating a Group Copy - Video
Organizing Encounter & Therapy Services - Step-by-Step
Within this article we will discuss how to organize services. Follow along below to learn more: Step 1: Navigate to the service manager (Admin -> Services). Note: Depending on your permissions you may or may not have access to this page. If you ...Building a Services Count Report - Step by Step
Having the ability to pull custom service reports within CAC CareNet is an important feature. As checking on services applied during a reporting period can be important to grants and also ensuring data entry is correct. A services count report is an ...Creating a New Personnel - Step by Step
Within this guide we'll go over how to create a new personnel profile in your database. This guide will only cover the creation of the new personnel profile, not applying permissions to a personnel profile. To learn more about applying permissions to ...
Announcements
Browser Compatibility (Support for IE 11 Discontinued)
CAC CareNet provides support for many of the latest browsers. We strongly recommend that agencies use one of the following: Google Chrome FireFox Safari Microsoft Edge Microsoft Chromium Edge *New Development and Support for Internet Explorer 11 has been discontinued. Please update to one of the for-mentioned browsers.