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Patient Groups

Patient groups are a useful way to associate similar patients that you want to to perform similar actions on, such as assigning a specific patient portal form to a certain patient group.

Create patient group

  1. Admin > Forms > List
  2. Search and select “Patient Groupings”
  4. Add Group ID, Title, and Order.
    1. Order value determines how the Patient Group list will be ordered. The smaller the number, the higher up in the list it will show up.
    2. The list will reorder itself after you click Save.

Delete a Patient Group

  1. To delete a patient group, delete all the fields for the group and click “Save”.

Add a patient to a group 

  1. Navigate to the patient chart.
  2. In Demographics > Choices, assign a category to the patient.