Patient Group dictates what features can be managed base on membership.  ie.  Patient Group A can do e-booking only whereas Patient Group B can do e-booking and messaging.


When a patient profile is created, they should already belong to a Primary Patient Group usually under the family doctor's name.  This document illustrates how to change a patient's primary patient group, and manage their membership in a custom group(s).  This document does not show you how to create a Patient Group.


To Change a Patient's Primary Patient Group Membership:


1.  In the Portal:

a) Click on the Search icon.

b) Make sure the Portal button is selected.

c) Type in the patient's last name, EMR ID, or email address.

d) Click on the Profile button as indicated.



2.  In the Primary Provider field, edit and choose a new provider.  Then save to commit.



To Change a Patient's Custom Group:


 1.  In the Portal

a) Click on the Group icon

b) Expand the Custom Patient Groups bar.

c) Type in the name of the custom group.  In this example, type in pap will select the PAP group.




2.  Add members

a) Expand the Manage Members bar.

b) Type in the patient's last name or EMR patient ID and click on the name.



3.  Remove members, by clicking the trash can button.