Patient Groups help you organize patients you see together. You can manage members and schedule appointments from one group workspace.
In this guide, we'll cover:
Creating a patient group
Adding or removing members
Renaming or deleting a group
Starting or scheduling a group appointment
Before you begin: Group Sessions must be turned on for your practice. Your clinician profile must also include a National Provider Identifier (NPI). A group can include up to 10 patients. If you don't see Groups, ask a practice administrator to confirm that Group Sessions is turned on.
Note: Patients don't see the group name, the member list, or another patient's information.
Creating a patient group
To create a patient group:
Go to Patients.
Select Groups.
Select Add New Group. If you don't have any groups yet, select Create New Group.
Enter a unique Group Name.
Search for the patients you want to add.
Select each patient.
Select Create Group.
The new group opens with its members and group tools.
Adding or removing members
To add a member:
Open the group.
Select Add New in the Group Members card.
Search for and select the patient.
To remove a member, open the menu next to the patient's name and select Remove Member.
Important: Removing a member removes them from future group actions and upcoming group appointment occurrences. It doesn't remove records already saved to the patient's chart. Removing the last member also deletes the group.
Renaming or deleting a group
Select Group settings next to the group name. You can rename the group or delete it.
Important: Deleting a group can't be undone. It also cancels upcoming appointments for that group.
Starting an instant group appointment
To start an appointment now:
Open the group.
Select New Appointment > Instant Appointment.
Choose all members or select specific members.
Select Start Instant Appointment.
The Telehealth room opens right away.
Scheduling a group appointment
To schedule an appointment for later:
Open the group.
Select New Appointment > Schedule for Later.
Select Customize if you only want to include some members.
Choose how you'll meet, the clinician, date, time, duration, and location.
Choose a repeat schedule if needed.
Review the details and save the appointment.
Note: When you edit a recurring appointment, you can choose which appointments in the series to update.