This document outline instructions to create and assign patient membership into a Custom Group.  Patients within a Custom Group typically also belong to a Primary Provider Patient Group.  However this cohort may have special privileges outside of the main group.  Examples of this group are:  Patients due for certain screening, patients with hypertension, patients with diabetes, etc.


 1.  Create a Custom Group:

  • Go to Settings > Patient Groups.
  • Click on New Custom Patient Group.


2.  Fill in:

  • Enter the Name of the custom group.
  • Enter the Short Name.
  • Enter the Public Name, visible to patients.
  • Description is optional for now.
  • Click Save Changes to commit.



3.  Go to the Dashboard/Home. In the Custom Group Option(three dots), you can delete this group.



4.  Expand on Manage Members bar to continue.

  • You can add individual patients into the group by entering the patient's ID or last name at the Add Patient To Group field.
  • To add multiple patients using the file upload method, click on Upload Member List.




  • The File Uploadmethod requires that you run a query (eg. Run a query searching for patients with COPD) in your particular EMR and export the file in the following format:
    • PS Suite:  Save as tab delimited text file to your desktop.
    • MedAccess:  Save as csv text file to your desktop.
  • Please ensure that the first column in the file consists of the patients' IDs. 
  • Click on Select A File to open up a window to your desktop and select the file that was saved, or drop the file into the window as shown below.
  • Click Continue to upload the file.


  • If there's an error uploading the file, please delete all data EXCEPT for the patient IDs (the first column) and try uploading again.


  • Use the Filter to view patients that are Registered, Unregistered, or both.  Then click on the Trashcan to remove the patient from this group if necessary.