Patient Groups are an extremely helpful tool that allows you to group/categorize your customers.
A patient group is sort of a label that can be assigned to the patients thus grouping them under certain types.
To create a patient group, do the following:
- Log in to your IndicaOnline account, click Patients and then Patient Groups. This will bring you to the Patient Groups list.
- Click the +Add New Patient Group button in the upper right-hand corner.
- Give your new list a name and click the Save button to confirm the changes.
You will get the notification message 'The item was created successfully'. Click the Back to List button to return to the Patient Groups list.
You can add as many groups as you want. Once you have created a new group, it will be in the list and there will be the option to edit or delete it at any time.
To assign your patients to one or several groups, please refer to our article here on how to assign a patient to a particular patient group.
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