Skip to main content
This page manages group session definitions — the reusable templates for recurring group therapy and psychoeducation sessions — and is reached at /pm/groups.

​
Overview

The Group Sessions page lists group definition records from pm_group_definitions, filtered to active groups (is_active = true) by default. Definitions are joined with the facilitator’s pf_profiles record to show the facilitator name. Each card displays the group name, group type badge, facilitator, maximum capacity, and session duration in minutes, plus an Active/Inactive status badge and a View button. The page includes a debounced search field (300 ms) and a Type dropdown for filtering. Staff with PM_PERMISSIONS.GROUP_DEFINITIONS_CREATE see a New Group button that opens the GroupDefinitionFormDialog; on creation, navigation goes directly to the new group’s detail page.

​
Who it’s for

Requires permission: PM_PERMISSIONS.GROUP_DEFINITIONS_VIEW (pm.group_definitions.view). Creating new group definitions additionally requires PM_PERMISSIONS.GROUP_DEFINITIONS_CREATE.

​
Before you start

  • You must hold the pm.group_definitions.view permission.
  • A facilitator (staff member with a pf_profiles record) must exist before it can be assigned to a group.

​
Steps

1

Open Group Sessions

Navigate to Practice Management → Groups or go directly to /pm/groups. Active group definitions load ordered alphabetically by group_name.
2

Search and filter

Type in the Search groups… field to filter by group name (debounced 300 ms). Use the Type dropdown to filter by group type: Therapy, Psychoeducation, Skills Training, Support, IOP, PHP, or Other.
3

View a group definition

Click View on any card to navigate to /pm/groups/:id for the full definition detail, scheduling, and enrollment information.
4

Create a new group definition (if permitted)

Click New Group in the page header to open the GroupDefinitionFormDialog. Complete the form and submit. On success you are navigated directly to the new group’s detail page.

​
Key concepts

Seven types are defined: therapy, psychoeducation, skills_training, support, iop (Intensive Outpatient Program), php (Partial Hospitalization Program), and other.
The list page shows only active groups by default (is_active: true). Inactive groups are not displayed unless the filter is changed.
When no groups match the current search or type filter, the page shows “No groups match your criteria. Try adjusting filters.” When no groups exist at all, it shows “Create your first group session definition to get started.”
If the query fails, an inline card displays the sanitized error message.

​
Viewing a group

The Group Details screen displays a single group definition with its scheduled sessions and enrolled patients at route /pm/groups/:id (permission: pm.group_definitions.view). The page loads a group definition via useGroupDefinitionDetail, schedule occurrences via useGroupScheduleList, and enrollments via useGroupEnrollmentsList. The header shows group name with an edit button (requires PM_PERMISSIONS.GROUP_DEFINITIONS_EDIT), group type badge (therapy, psychoeducation, skills training, support, IOP, PHP, other), active/inactive badge, facilitator name, location name, and enrolled count vs. max capacity. Two tabs organize the content: Schedule and Enrollments. On the Schedule tab, each session card shows date, start–end time, and a status badge; scheduled sessions can be cancelled via the cancel button (requires PM_PERMISSIONS.GROUP_SCHEDULE_EDIT). The Add Session button (requires PM_PERMISSIONS.GROUP_SCHEDULE_CREATE) opens GroupScheduleOccurrenceFormDialog. On the Enrollments tab, each patient card shows patient name, MRN, enrollment status, and optional waitlist position; enrolled/waitlisted patients can be disenrolled (requires PM_PERMISSIONS.GROUP_ENROLLMENTS_EDIT). The Enroll Patient button (requires PM_PERMISSIONS.GROUP_ENROLLMENTS_CREATE) opens GroupEnrollmentFormDialog.
  1. From the Group Sessions list (/pm/groups), click a row to open the group detail page.
  2. The header shows group type, active status, facilitator, location, and current enrollment count vs. max capacity.
  3. On the Schedule tab: view existing sessions with date, time, and status. Add a new session with Add Session (requires pm.group_schedule.create) or cancel a scheduled session (requires pm.group_schedule.edit).
  4. On the Enrollments tab: view enrolled patients with status and waitlist position. Enroll a patient with Enroll Patient (requires pm.group_enrollments.create) or disenroll (requires pm.group_enrollments.edit).

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/GroupDefinitionsListPage.tsx
  • src/cores/pm/hooks/useGroupDefinitionsList.ts
  • src/cores/pm/types/groups.ts
  • src/cores/pm/pages/GroupDefinitionDetailPage.tsx
  • src/cores/pm/hooks/useGroupDefinitionDetail.ts
  • src/cores/pm/hooks/useGroupScheduleList.ts
  • src/cores/pm/hooks/useGroupEnrollmentsList.ts