Manage patients in a group

Administrators can add one or more patients to a particular group or remove patients from a group.

You can also add or remove a single patient from a group while editing the details of an existing patient. For more information, see Edit patient registration details.

To add or remove patients in a 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. Locate the name of group with the patients you need to add or remove in the list. Then select the Patients link at the end of the row.

   Note:

   You can specify the group name or creation date to search for a group. Or, use the filters on the left to specify the group type (for example, Vaccination Cohort or School), city, public or private, physical location, parent location, or parent group.
4. Do one of the following:
   • To add a patient to a group, select Add Group Member from the top of the page. Select the checkbox next to the name of the patient you want to add and select Add Selected Patients. Select OK when prompted to confirm.
   • To remove a patient from a group, select the checkbox next to the name of the patient you want to remove and select Remove Selected Patients. Select OK when prompted to confirm.

   Note:

   You can select the top checkbox to select all the patients listed on the page. If the list contains more than 15 patients, you can select Next from the bottom of the page to see more patients. But, you lose your current patient selections after selecting Next. To avoid losing your selections, select patients on the page and select Add Selected Patients before you open the next page.

The next time you access the details on a patient, you see the group name in the patient details (if added to the group) or removed from the patient details (if removed).