Saving a Group

To save a group that you have updated:

  1. From Patient Groups, simply right click on the group and select Save This Group.

  2. The Save group details screen displays:

  3. Complete as follows:

    • Name - Enter a name, up to 10 characters.

    • Description - Enter a short description of the group, up to 56 characters, or choose from the available list. If you use a name that has already been used for a group, a prompt displays The group name you have chosen is already in use. Do you wish to overwrite it? Yes/No:

      Select:

      • Yes - To overwrite the existing group.
      • No - To keep the original group, and enter a new name for the current group.

If you make changes to a group and select Close , you are reminded to save your changes:

Select Yes to save your changes.

Note - If you make a clinical audit group $AUD or $SUB into the Work Group, then right click and save it with a different name and description (ideally removing the $ from the name), this changes it from a System group into a User group.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.