Saving a List of Patients as a Patient Group

You can save a list of patients from Vision+ as a group in Reporting - Patient Groups. This is particularly helpful if you want to work with patient groups.

To save the Vision+ practice list as a patient group:

1. Select the report you want to run.
2. Select Expand on the category required to view the Indicator (report) lines.
3. Highlight the report line and select Add Patient Group , or right click on the report line and select Add Patient Group:

   

4. A confirmation screen displays the group description:

   

   Note - All patient group names generated by Vision+ start with V+. The description of the group is the description on the indicator (reporting) line.

   If you have already created a group from the same indicator the prompt 'Group already exists - overwrite' displays:

   

5. To view the Vision+ group in Vision 3, select Reporting - Patient Groups:

   

   Key Points:

   • Saving the same indicator line (report) automatically overrides any existing group for the same indicator line.
   • Group names generate sequentially, so if you delete a group the name can be re-used.
   • You can sort your groups, selecting the Name column results in all the V+ groups listed together.