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.