How to Add a Patient Group

Use Patient Groups to organize your patients reporting, billing. Assign a patient group to patients who share similar needs or characteristics. For example, you may create a Patient Group for patients that are billed privately or are covered by WSIB. 

Creating a Patient Group

1. Go to the Patients icon
2.  Click Patient Groups

3. Click +New Group

4. Enter a Name
5. Choose a Background Colour 

6. Click Save

    

Result 

• The Patient Group has been created 
• You can assign patients to the Patient Group in their Patient Profile

• You can filter by Patient Group in various parts of the system 

Patient Search

Billing 

Invoice Search 

Receivables