Patient groups can be created and used to include specific patients in marketing campaigns.
Viewing patient groups
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
Creating patient groups
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, click CREATE NEW.
In the Create patient group dialog box, enter a group name and click CREATE.
Optionally, check the Group note required checkbox. If enabled, a group note will be required when adding a patient to this group. An example of a required note could be a membership number for a rewards program.
Editing patient groups
Click the Marketing button on the main toolbar
Click the Patient groups tab
On the Patient groups tab, select a patient group and click EDIT DETAILS
In the Edit patient group dialog box, you can make the following adjustments:
Modify the group name
Modify if the group note is required or not required
5. Click UPDATE.
Delete patient groups
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, select the desired patient group.
Click DELETE.
All patients included in the group will have the grouping removed from their Marketing tab.
View members in patient groups
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, do one of the following:
Select a patient group and click VIEW MEMBERS .
Double-click a patient group.
This will open to the list of patients where you will find the following information:
The patient's assigned clinic
The patient's first and last name
Patient group notes will be in a blue bubble (if a note has been added)
The patient's address
Adding/removing patients manually
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, do one of the following:
Select a patient group and click VIEW MEMBERS .
Double-click a patient group.
Click ADD/REMOVE MANUALLY.
In the Select patients dialog box, do one of the following:
To add patients to the group, select patients from the Available patients list, and click the left arrow. The selected patient is added to the Selected patients list.
To remove patients from the group, select patients from the Selected patients list, and click the right arrow. The selected patient is removed from the Selected patients list.
To select more than one patient, hold the Ctrl key on the keyboard while selecting the desired patients.
The Available patients list shows only patients accessible in the current location. To add patients from multiple locations, navigate back to the Patient browser and select <All> from the Location drop-down menu.
Add individual patients into a group by clicking on the patient's Marketing tab.
Printing Patient Groups
Click the Marketing button on the main toolbar.
Click the Patient groups tab.
On the Patient groups tab, and do one of the following:
Select a patient group and click VIEW MEMBERS .
Double-click a patient group.
Click .
Click
Then select the printing template Mailing list.
7. Click Continue, then select the printer icon in the top left-hand corner to print the list.