Client Groups Section in Client Profile

The Client Groups section in the Client Profile is used to classify and manage important information about a client based on categories defined by your organisation. These classifications help organise clients based on their care needs, medical requirements, funding rules, status, or other operational specifications.

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Glossary

Term	Description
Group Sets	Group Sets are categories that organise related Client Groups under a single classification type. For example, a Group Set named Need for Interpreter is used to indicate whether a client requires an interpreter for communication.
Client Groups	Client Groups are individual classification options within a Group Set that are used to categorize clients based on specific attributes. If multiple options apply for a Group Set, each option must be created as a separate Client Group. For example, within the Need for Interpreter Group Set, three Client Groups may be created: Yes, No, and Unknown.
Required Minimum Data Set	The Required Minimum Data Set refers to a collection of essential client information that must be recorded for compliance, reporting, and operational purposes. This data helps organisations meet government reporting requirements and capture key metadata about clients that can support reporting and workflow processes.

To access this section:

1. Open the Client Profile.
2. Select Client Groups.

Manage Client Groups

View Options
Switch between Active, All, or Past views to display relevant groups or group sets.

Search
Use the search bar to find a group or group set by name.

Required Data Export
Use the Required Data Export dropdown to filter groups based on the linked funding export.

Required Data Status
Use the Required Data Status dropdown to filter by All, Missing, or Complete group sets.

Refresh
Click the refresh icon to reload and update the displayed data.

Join Client Group
Select “Join Client Group” to add a client to a group or group set.

The Client Group – Join form will appear. Enter the required group details and membership dates.

Note: The Joined Date field is automatically populated based on the client’s start date. If the client is transferring from one group option to another within the same set, the start date of the new group will align with the end date of the previous group.

Client Groups Summary Cards

Cards display key group information for quick reference.

Required Minimum Data Set
Displays the status of required data across groups and prompts you if the minimum data set needs review.

Active Groups
Displays the number of currently active groups.

Past Groups
Displays the number of past groups the client has belonged to.

Required Minimum Data Set

The Required Minimum Data Set section displays essential client information needed for compliance, reporting, and operations. In this section, you can assign the client to a group set, add a join date, or remove them as needed.

Exit Group

Click the Exit Group button on the card of the relevant group.

Enter an exit date (this defaults to the current date but can be changed).

Click Save. The Past Groups card above will update to reflect the new total.

Client Group Memberships

Client Group Memberships

Displays the groups or group sets where the client is a member. You can also perform actions such as Leave Now to exit a group.

Configuration

Configuration

• Client Groups can be configured by navigating to Settings > Client Groups > Client Groups in the left navigation pane.

• Group Sets can be configured by navigating to Settings > Client Groups > Group Sets in the left navigation pane.

For an example of how client groups and group sets are used in the system, see How to Set Up Your Organisation’s HACC Data.

 

This topic explained how Client Groups and Group Sets are used within the Client Profile to classify clients, manage essential data, and support reporting workflows. For more information about Client Groups, contact the CareVision Support Team.

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