Edit a patient group

Administrators and location administrators can edit the details of a patient group (or remove the group) at any time.

To edit a patient group:

1. Select Administration tab from the banner.
2. Select Manage Patient Groups to open the Manage Patient Groups page. It lists names of the previously added groups (if any) and includes details on the creation date and number of patients in the group.
3. Select the name of the group you need to edit from the lists of groups (alphabetically listed). This opens a page with details on the group. (If necessary, you can search for the group by entering the group name or creation date. You can select the way you want to sort the list by selecting Create Date or Group Name from the Sort By field.)
4. Modify the necessary fields (for example, name, code, type, parent group, contact information, public group, and address for a physical location). (You cannot change the details on who created or updated the group or the associated date.)
5. Select Apply Changes to return to the Manage Patient Group page.

   Note:

   If you need to delete the patient group from the system, select Delete Patient Group instead. Select OK when prompted to confirm.

If you changed the group name, description, or type, you see the changes in the group list.