One group session.
A note for every client.

Write the session once, with what each participant said or did. ClinThread drafts an individual progress note for every client, plus a summary of the group.

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Anxiety Management group4 participants
ABCD

You describe the session once

  • A
    Individual note · Client ASubjective · Interventions · Progress · Plan
  • B
    Individual note · Client BSubjective · Interventions · Progress · Plan
  • C
    Individual note · Client CSubjective · Interventions · Progress · Plan
  • D
    Individual note · Client DSubjective · Interventions · Progress · Plan
  • Group session summary

Illustrative preview · fictional data

Three steps.
Every client documented.

  1. 01

    Pick or create the group

    Name the group and add at least two participants. Groups are saved for the next session.

  2. 02

    Describe the session

    The topic, the interventions and what each participant said or did.

  3. 03

    Review each note

    Edit each client’s note and paste it into your EHR. Every note is also saved in that client’s profile.

One participant’s note

Fictional client. Each participant gets a note written from their own participation, and you review every one.

Subjective
Client A arrived on time and described feeling “less overwhelmed this week,” and shared using a coping statement practiced in group during a recent errand.
Interventions Utilized
The facilitator provided psychoeducation on stress triggers and led a role-play on asking for help in community settings.
Assessment of Progress Toward Goals
Client A took part in the role-play and related the skill to daily errands, showing progress toward the goal of coping in community settings.
Plan
Client A will continue attending PSR group sessions and will practice the coping statement before outings.

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Security details

PSR group note FAQs.

Will the notes all look the same?

No. Each note is written from that participant’s own contributions, and the wording varies between clients.

What do I need to write?

The group name, the topic, the interventions and what each participant said or did. The more specific you are about each person, the more individual their note.

Is each note saved in the client’s chart?

Yes. Every participant’s note is archived in their patient profile, alongside their other notes and documents.

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Page updated October 2026