Members
Clients enrolled in this group. Moving a client to another group closes this enrollment and opens a new one.
ClientStatusEnrolledWorkerGoal NotesItems Received
Sessions
Individual sessions and group sessions for this group’s members
SessionTypeFormatDate / TimeClientsWorkerStatusNotes
Recurring Series
Auto-generated session schedules — ending a series cancels all future sessions
SeriesPatternScheduleCapacityGeneratedStatus
External Applications
Applications submitted to outside providers on behalf of this group’s members
Open Appeal Workflow
ClientProviderStatusSubmittedWorkerNotes
Milestones
ClientMilestoneDateLocationNotes
Follow-Ups
Open Queue
ClientMethodStatusContactedNext Follow-UpNotes