Article Contents

  1. Maximum Members and Attendees

  2. Add Members to a Group – Group Page

  3. Add Members to a Group – Case Page

  4. Add Members to a Group – Pre-Enrollment Entry


There are multiple ways to add Individuals (members) to a group in Penelope. These include:


Maximum Members and Attendees

When working with groups in Penelope:

  • It is recommended that groups have no more than 200 members.

  • It is also recommended that no more than 200 attendees are added to group events.


Add Members to a Group – Group Page

Follow the steps below to add members to a Group from the Group page:

  1. Click Group List from your My Home Page.

  2. In the Results section select the Group you would like to add members to (Green dot indicates the Group is open and a red dot indicates the Group is closed).

  3. Select the Members tab.

  4. Select Add in the dark blue section.

  5. Enter the Case name and select from the pick list.

  6. Enter the Estimated Sessions if applicable.

  7. Enter a Start date if applicable.

  8. Enter an End date if applicable.

  9. Select which Case members will be participating in the Group.

  10. Select the Presenting Participant.

  11. Select the FFS Participant (the Individual paying any invoices).

  12. Enter any Presenting Issues/Problem Areas.

  13. Click Next.

  14. Select the relevant Group Service Units (by default all are selected).

  15. Click Finish.

  16. Repeat Steps 1 – 15 to add additional members in a different Case.

All selected Case Members and Service Units will be added immediately to the Group/Group events based on the criteria entered/selected above.

Important Information

When adding a Group Service File with only one participant, all Group events will be added to the Service File apart from those events the participant has been excluded from. Previously the Group event would have been added to the Service File (along with any Service Units and attendees) and manually deleted.


Add Members to a Group – Case Page

Follow the steps below to add members to a Group from the Case page:

  1. Navigate to the Case page of the Individual/s you would like to add to the Group.

  2. Click Add Service File.

  3. Select the related Group Service.

  4. Select the Group. The Primary Worker will automatically populate.

  5. Enter the Estimated Sessions if applicable.

  6. Enter the Start date if applicable.

  7. Enter the End date if applicable.

  8. Select which Case members will be participating in the Group.

  9. Select the Presenting Participant.

  10. Select the FFS Participant (the Individual paying any invoices).

  11. Enter any Presenting Issues/Problem Areas.

  12. Click Next.

  13. Select the relevant Group Service Units (by default all are selected).

  14. Click Finish.

All selected Case Members and Service Units will be added immediately to the Group/Group events based on the criteria entered/selected above.

Important Information

When adding a Group Service File with only one participant, all Group events will be added to the Service File apart from those events the participant has been excluded from. Previously the Group event would have been added to the Service File (along with any Service Units and attendees) and manually deleted.


Add Members to a Group – Pre-Enrollment Entry

Follow the steps below to add members to a Group from the Pre-Enrollment entry:

  1. Navigate to the Pre-Enrollment entry page and select Assign.

  2. Enter an Off List date.

  3. Enter Closing Notes if applicable.

  4. Click Save.

  5. Enter Estimated Session if applicable.

  6. Enter the Start date if applicable.

  7. Enter the End date if applicable.

  8. Select which Case members will be participating in the Group.

  9. Select the Presenting Participant.

  10. Select the FFS Participant (the Individual paying any invoices).

  11. Enter any Presenting Issues/Problem Areas.

  12. Click Next.

  13. Select the relevant Group Service Units (by default all are selected).

  14. Click Finish.

All selected Case Members and Service Units will be added immediately to the Group/Group events based on the criteria entered/selected above.

Important Information

When adding a Group Service File with only one participant, all Group events will be added to the Service File apart from those events the participant has been excluded from. Previously the Group event would have been added to the Service File (along with any Service Units and attendees) and manually deleted.

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