Work Groups

If you create a Work Group, you can then use a secondary group to merge, combine, include or exclude patients.

Making a Group into a Work Group

To make a group into a Work Group:

1. From Patient Groups, select a group.
2. Select Make Work Group and the list of patients in the group displays.
3. Right click on the group and select from the following as required:
   • Sort - There are various options to display the patients in a group, select as required.
   • Print - Select to print a list of the patients in the group.
   • Save - Select to save the group.
4. Optionally, select a patient name to view relevant clinical details, these display to the right.
   To view the patient record, right click and select Open Consultation Manager:

   

Work Group Menu

When you have an active Work Group, the following options are available:

• Save
  
• Clear Work Group
  
• Keep patients common to both groups - See Keeping Common Patients for details.
  
• Remove Common Patients - See Remove Common Patients for details.
  
• Keeps patients exclusively in the joining (second) group - Removes all patients from the first group, including any patients who are in both groups, see Keep Patients only in the Secondary Group for details.
• - Keep patients exclusively in the first (work) group - Removes any patients that are in the both groups and does not import any patients in the joining group, seeKeeping Patients only in the Work Group for details.
• - Add all patients - Merges the two groups together, see Merging Groups for details.

Clear and Close Work Group

Highlight a group and select Clear Work Group if you no longer want a group to be the Work Group.