There are two ways to add a person to a group: 

  1. Creating an update saves a person to a group(s) 
  2. Editing person's profile and adding them to group(s)

Create an update 

Most organizations add people to groups when care needs arise. People are listed in a specific group when an update has been made to that group. 

  • Click on the person's name you'd like to add to a group 
  • Click Add Update
  • Type in your notes and select the Update visibility. That person will now be listed in the selected group(s). 
  • Click Save Update

Editing Person's Profile 

  • Click on the person you'd like to add to a group(s) 
  • Click Edit profile 
  • Click the 'Groups' dropdown and select the group(s) 
  • Click Save person

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