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.