Each clinic may have various patient groups, such as those requiring extra care, employees of a specific institution who should receive discounts, or patients who frequently reschedule appointments. You can define these groups and make them visible within the Medicasimple application by using the patient groups feature.
To create a patient group, first, go to the "Settings" menu, then navigate to the "Clinic Settings" section and select "Patient Groups”.
Next, click on the "Create Patient Group" button.
After entering the group name, you need to select the group type. The options include Normal, Blacklist, and Anamnesis group. It may be useful to categorize patients with conditions like diabetes or HIV in the Anamnesis group, and patients who have outstanding payments or frequently miss appointments in the Blacklist group.
Note 1: For groups that will receive discounts, the group type should be set to "Normal."
Note 2: A patient can be included in multiple groups and is not limited to just one group.
After selecting the group type and, if applicable, entering the discount rate, click the "Create" button to save the group. Once the process is complete, the groups will be listed as shown in the image below.
If you want to delete a group or update the group information, you can use the trash can icon under the actions column to delete it, or click the pencil icon to make the desired edits.
For more information on patient groups and patient details, you can refer to our other articles. If your issue is not resolved, feel free to reach out to us via the live chat button for detailed assistance.
