Create or Edit a Group Note Template (Click Here for more information)

Check a Group to Auto-Restrict 

As System Administrator:

Open Group Notes

Users with the Group Notes Admin permission can click on the Admin tab

Create or Edit a Group

Select the New Group Note Template 

Auto-Restrict to Group(s) who can see and create this Group Note

An Auto-Restrict Group Member will create a Session with the Auto-Restrict Group Note Template

Save and Lock will make this Group Note on the Client's Activity Log only visible to the Auto-Restrict Group


  • BestNotes Users with the Manage Template permission could unrestrict this Group Note on the Build Template editor.
  • Group Notes will not display for users who were part of a deleted Group

NOTE: Unrestrict (uncheck) Groups in Group Notes and Templates before deleting the Group

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