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Group Member Listing

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Generate reports detailing active groups and client assignments for each group, within a selected date range.

Avatar PM > Appointment Scheduling > Group Management

Prerequisites: Group Names are maintained in the Group Registration form.

  1. Select Individual or All Groups to be included in the report. 
    Note: If Individual is selected, enter the Group Name or ID# and select the appropriate group from the list.
  2. Enter the Start Date and End Date of the report range.
  3. Click Process to generate the report.
► SQL Table
  • SYSTEM.appt_group_member_data
    This table stores the data that is retrieved by this report.
► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.

myAvatar NX Test Script - PM - Group Member Listing.docx