Work Groups

If you create a Work Group, you can then use a secondary group to merge, combine, include or exclude patients.

Making a Group into a Work Group

To make a group into a Work Group:

  1. From Patient Groups, select a group.
  2. Select Make Work Group and the list of patients in the group displays.
  3. Right click on the group and select from the following as required:
    • Sort - There are various options to display the patients in a group, select as required.
    • Print - Select to print a list of the patients in the group.
    • Save - Select to save the group.
  4. Optionally, select a patient name to view relevant clinical details, these display to the right.
    To view the patient record, right click and select Open Consultation Manager:

Work Group Menu

When you have an active Work Group, the following options are available:

Clear and Close Work Group

Highlight a group and select Clear Work Group if you no longer want a group to be the Work Group.

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.