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Manage My Groups

Tutorial

The Manage My Groups tool allow user to create a set of stays that are unique to their workflow. Groups can be created, edited and deleted at any time by the user.

Creating Groups

  1. Navigate to Manage My Groups in the top right corner

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  1. Select New

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  1. Create a name for the group in My Group Description

  2. Group is Active should be selected as Yes

  • At this time, the user selection and copy feature are not functional

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  1. Select Save

Adding/Removing Stays to Group

  1. Select My Group Details tab

  2. Patients are able to be selected by using the filters on each column or the selection boxes

  3. Select Add to Group

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  1. Select Remove from Group if you need to omit a patient

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Viewing Groups

  1. Navigate to Group on Admissions and/or Home Calendar

  2. Select the desired group from the menu

  3. Select Refresh

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