Learner Groups Follow

As an admin of an organization, you may decide to organize your learners into groups based on clinic location or type of service (i.e. school, in-home, in-clinic, etc).  With learner groups, you can organize your learners in your system as you see fit. 

Do not add parents or third-party users to learner group! They will see all learners in that group. Only add parents/caregivers or third-party users to a learner team.

Simply go to the "Learner Group" tab (can be found under the "Learners" tab).  

Click on "Learner Group" and then select "+ Learner Group" in the top-right corner.  Input a name for your group.

To add a learner to your learner group, click on the group and push "+ Learner" in the right-hand corner.  Type in the learner's nickname and select them from the drop-down menu.  Learners can belong to multiple groups at the same time.

You can remove a learner from a learner group by selecting the learner, selecting the "Learner Group" tab on their profile, and then selecting the "X" icon next to the learner group name.

To delete a group, click "Learner Groups" and then click on the three dots in the right-hand corner.  Select the trash can icon.  Note:  If you delete a learner group, it is permanently deleted!  It is not archived!  Confirm you are deleting the correct group before completing the action.

Last Reviewed: 9/7/22