Patient Groups

Patient groups, or just groups, are used for defining collections of patients based on criteria you select for targeting Blast Campaigns.

There are three ways to create a group:

• By clicking the Groups main screen's Create Group button to begin a completely new Group.
• By clicking the Create Blast Campaign dialog's Create New Group button to begin a completely new group.
• By clicking the Copy button to the right of an existing group. This is best if you want to a head start on creating the group using some pre-existing settings for that group that you only need to modify it a bit.

Group Creation – Step by Step

To create a new group: 

1. Click Create Group from the Group main screen, or click Create New Group from the Create Blast Message dialog.
   
   Refer to this diagram below for all step-number references:



2. In the Create Patient Group dialog, give the group a descriptive name.
3. Click Add to add criteria to the group.
4. Select the necessary criteria for the group. (See Group Criteria below.)
5. Click Preview to display a list of patients meeting your criteria.
6. Once you are satisfied with the design of your group, click Save to save the group and close the dialog.

Group Criteria

Adding criteria to a group establishes...

1. Select a criteria type, such as age:

2. Enter an age range, then click Save.
   
3. Add more criteria from the dropdown list, such as Patient Sex = Female, and Primary Provider = Dr. Ivanov and Dr. McNamara.
4. Review the criteria you have chosen. If you are satisfied with this group, click Save to save the group and close the dialog.