Create a Work Group

A Work Group can be created by simply selecting patients:

  1. Select Select a Patient and find patients in the usual way.
  2. Select Save .
    Note - A minimum of 1 patient is needed to create a group, the Save Work Group screen displays.
  3. Enter a Name and Description for your group:

  4. Select OK to create the group.
  5. The new group displays in the list.
  6. Optionally, you can highlight the new Work Group and then select:
    • Select a Patient to select and add further patients to the group.
    • To work with a secondary group .
    • Generate Recalls to send a recall letter to each member of the group, see Generating Recalls and Letters for details.
    • Label Printing to print labels for each member of the group, see Label Printing for details.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.