We can add patients to a group in two ways. The first option is to select a group while creating the patient record. The second option is to fill in the groups section in the patient profile editing tab. However, to assign a patient to a group, a patient group must already be created. You can click here to view the article on creating patient groups.
To add a patient to a group after creating their record, fill in the TC Identification Number, Date of Birth, Email, and Address in the "Personal Information" step. Then, as shown in the image below, you can select groups from the lower left side of the screen.
A patient can be included in multiple groups. For example, a person might be a relative of clinic staff and also have diabetes. In such cases, we should not forget to select multiple groups.
The other option is to include the patient in a group while editing their profile using the "Edit" button. The "Patient Information" button is located to the right of the name and number on the patient profile.
After clicking the "Edit" button, as shown in the image below, you will find "Patient Groups" after the patient’s name, surname, and number. By selecting the groups to which the patient belongs and clicking the "Save" button, the patient will be added to the relevant group.
When you hover over the group names of categorized patients, they will be displayed. This is a feature designed to keep the specific groups you have created for your patients hidden on the screens that your patients will see.
Since the VIP patient group is a group with discounts applied, it will appear as shown below on the discount screen. By clicking "VIP Patient 30%," you can activate the 30% discount.
For more information on adding patients to groups, you can refer to our other articles. If your issue is not resolved, you can contact our team via the live chat button for detailed assistance.