Entering Your Patient Groups
Save a list of patient groups
Form Location: Utilities > Maintenance > Patient Group Input
About the Patient Group Input Form
When implementing ClinicTracker, one of the tasks you will be assigned, is to enter your patient groups. Patient Groups are a helpful way to separate your patient population. This can be useful for reporting, scheduling and determining which staff members should have records access.
Functions That Leverage Patient Group Input
- Reporting
- Scheduling
- Records Access
Creating a Patient Group
- Go to Utilities > Maintenance > Patient Group Input.
-
Enter the Patient Group Name.
-
Consider if you want the following settings turned on or off for the Patient Group:
-
Enforce Compliance will apply Workflow Rules to this Patient Group.
-
Enable State Upload will include Patient Group in State Uploads.
-
Require Group ID will require a Group Id on Demographics.
-
Suppress Reminders will prevent Appointment Reminders for this Patient Group.
-
Billable Group determines if the Patient Group transitions to BillingTracker.
-
Default Group will automatically assign this Patient Group on Intake.
-
- Save.
Giving Access Automatically To New Users to Specific Patient Groups or Places of Service
- To grant specific Patient Groups or Places of Service, an administrator can go to Utilities > Maintenance > Patient Group Input or Utilities > Maintenance > Building/Billing Location Input.
- Select the checkbox that says "Grant Access by Default."
- Save.