Patient Groups

Patient groups allows you to create and organize your patients into groups so you can send them targeted messages or set up reminders.

Creating a Patient Group

1. In Patient Groups, click Create Group

2. Enter the Group name and add an optional description. Click the Add members button.

3. You can search for patients that you want to add to a group, or you can filter your patients by programs to add them to a group.

4. Use the Actions button to select all visible rows or to custom-select the patients

5. Select the patients you want to add to the group, and then click Save group.

4. You can search for groups you have created by typing the name of the group.

Adding Patients to a Group

This section covers how to add users into an already existing patient group.

1. In Patient Groups, search for the group where you will add users. Click on the Menu button and select Add/Remove members.

2. The current member list in the group is displayed. Click on Add members to add patients into this group.

3. Search for your patient by typing her/his name in the search field.

⚡️Pro Tip

Use the Filters and Action buttons to easily find patients to add.

4. When you have found your patient(s), select them by clicking on the checkboxes (or to select all patients click the checkbox on the upper left of the columns to select all filtered users), then click on Save group.

5. The selected users have been added to the group and can now be seen in the View group screen.

Removing Patients from a Group

This section covers how to remove patients from a Patient Group.

1. In User Groups, search for the group in which you want to remove patients from. Click on the Menu button (3 dots) and select Add/Remove members.

2. Search for the patient that needs to be removed then click on the checkbox to select the user. Click on Remove from group to remove the patient from the selected group.