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
- 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.
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."