Patient Group Maintenance

Use the Patient Group Maintenance window to define the groups that a patient can belong to and the behaviour of those groups.

To display the Patient Group Maintenance window, select File > Reference Tables > Patient Groups.

The types of group available are listed in the Group Type table. You cannot edit this table. Group types may have the following settings:
  • Has Provider - if a group type has Has Provider set, a provider must be selected for the group.
  • Continuous - if a group type is continuous, after a patient is added to the group, they may move to other groups of the same type, but may not exit until death. Consider the Patient Status group type for example. A patient may start as a Temporary patient, become a Current patient, then a Past patient, then perhaps a Temporary patient once more. The patient is always a member of one Patient Status or other.
  • Unique - if a group type is unique, a patient may belong to only one unique group at a time. Consider again the Patient Status group type for example. Clearly, a patient cannot be a Current Patient and a Past Patient at the same time.
If no setting is selected, there are no restrictions on the group.
To add a new patient group:
  1. In the Group Type table, select the group type for the new group. For example, Inclusive Care Program.
  2. In the Group table, click Add iconAdd to insert a new row.
  3. In the highlighted row, in the Group Name column, enter a name for the new group.
  4. In the Definition column, click Ellipsis iconEllipsis. In the Group Definition window, enter a description for the group and click OK.
  5. Set Enabled.
  6. Click Save iconSave.

You can now add patients to the new group on the Biographics icon Patient Biographics > Administrationtab. For more information, see Biographics - Administration.

To edit a patient group:
  1. In the Group Type table, select the group type to which the patient group belongs.
  2. In the Group table, click Edit iconEdit.
  3. Edit the required fields and click Save iconSave.

If you delete a patient group, it is disabled rather than being deleted.