Adding Patients to a Group

To add patients to a group:

1. Search for and select the patient.
2. In the Main tab, select the Groups tab.
   
3. Select Add.
   
   The Search window opens.

   Note: Patients cannot be in multiple groups. If a patient is already part of a group, the Add button is disabled. Patients can be moved between two groups or removed fro a group.

4. Search for and select the group.
   • If the group does not exist, a new group needs to be created. For more information, see Creating a New Group.
     

   A validation prompt appears.
   

5. Select Yes.
   • If No is selected, the prescriptions are inactivated in the Profile tab.
6. Select Save.

Note: Patients cannot be added to a group if they have pending or incomplete prescriptions. These prescriptions must be completed or cancelled before adding a patient to a group.