A one-page note so the group leader knows someone is coming. Pick the group, fill in what the person agreed to share, and print or save it as a PDF to send.
First name or initials only.
Share only what the leader needs. Follow your agency's release-of-information policy. Substance use treatment records have extra federal protection (42 CFR Part 2). Leave out diagnoses unless the person agrees and the leader needs them. Nothing typed here is sent to The Group Guide or saved.