--- title: CLINICAL - Groups, Dynamic and Static slug: portal-sub/clinical-groups-dynamic-and-static docTags: createdAt: 2026-03-04T12:03:18.656Z --- The **Groups** view in the Work Centre is used to maintain, view and use patient groups. In dynamic groups, patients are automatically added or removed depending on the rules for the groups, for example 'all patients with diabetes' or 'all male patients over 60'. These groups look for matching information in the database and are updated accordingly. Static groups are created from dynamic groups, for a specific date and hold all the information from the database at the time the group is set up. As information in the database changes, the static group will not. ## Filing system All three lists of groups in the view are ordered in a hierarchical system with a tree structure of categories and subcategories. You can drag and drop patient groups within a list into a new category. Click **+** and **-** to expand and collapse the category. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CK9v2_WdvNC9gj9jbArzv_vtihkktzk6fbac4lbkwvgaoyycjpdxfpw.png" size="61" isUploading="false" initialPath="assets/v_tIhKKTzk6FbAc4lbkwvGaOyYCJpdXfPw.png" githubPath="en/Patient Records and Management/Patient Management/assets/v_tIhKKTzk6FbAc4lbkwvGaOyYCJpdXfPw.png" position="flex-start" showCaption="false"} The relevant icons in the **Groups** view toolbar allow you to: | Icon | Description | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------- | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tcMV1eLbdCSB1LWZVxLXd_zqbaxytvz1y8yumn3tlq7qxozonyw8r0w.png" size="10" isUploading="false" initialPath="assets/zqBaXYtvz1y8yumn3tlQ7Q_XOzonYW8r0w.png" githubPath="en/Patient Records and Management/Patient Management/assets/zqBaXYtvz1y8yumn3tlQ7Q_XOzonYW8r0w.png" position="flex-start" showCaption="false"} | create a new category | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/A5kDcQ7To5b45hYIlYiKP_rnf0qnzs8b-adk2io1gnydonjkcqdftq.png" size="10" isUploading="false" initialPath="assets/rnF0qNZS8b-ADK2Io1Gnydo_njkcQ_dFTQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/rnF0qNZS8b-ADK2Io1Gnydo_njkcQ_dFTQ.png" position="flex-start" showCaption="false"} | create a new subcategory | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KaGAAELnAGtbwnprH33o3_fa7zwlked4qxr1to1oflz5vg2axppyi88q.png" size="10" isUploading="false" initialPath="assets/fa7zwlked4qxR1to1ofLZ5vG2axpPyi88Q.png" githubPath="en/Patient Records and Management/Patient Management/assets/fa7zwlked4qxR1to1ofLZ5vG2axpPyi88Q.png" position="flex-start" showCaption="false"} | edit a group category name | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/p_cdOMX_VOqHb-HkvkK4c_gvyimgbavhgmjhwpsiqvfirafl6fyxkq.png" size="10" isUploading="false" initialPath="assets/Gvy_imgBAvHgmjH_WPSIQvFiRaFl6FyxKQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/Gvy_imgBAvHgmjH_WPSIQvFiRaFl6FyxKQ.png" position="flex-start" showCaption="false"} | delete a category | :::hint{type="danger"} **Note** Patient groups under a deleted category are not deleted; they collapse into the level above. ::: ## Dynamic Groups 1. Select the **Groups** view in the **Clinical** segment menu of the Work Centre segment bar. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1N6hXXTtuZkhgwuiENZsk_giylis1x5tbyejinufaavpn3kwwmj-ftjg.png" size="100" isUploading="false" initialPath="assets/gIylIS1X5tbyeJinUFAAvPN3KWwmJ-FTjg.png" githubPath="en/Patient Records and Management/Patient Management/assets/gIylIS1X5tbyeJinUFAAvPN3KWwmJ-FTjg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} There is a default list of **Dynamic Groups** for all of the chronic diseases. ::: 2. Select a dynamic group. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UzkVJA9pWyTODDFFb-T-W_4j7gmyetzjgonpipjxv6qkcsx4d8g32hzw.png" size="32" isUploading="false" initialPath="assets/4J7gmyETzjGOnpipjxV6QkCSX4D8g32HZw.png" githubPath="en/Patient Records and Management/Patient Management/assets/4J7gmyETzjGOnpipjxV6QkCSX4D8g32HZw.png" position="flex-start" showCaption="false" indent="2"} 3. Click  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VBeQVo86_JmNY7l0IBpBL_pa7gb7vcyr2smlp-uucojtoteuyupfupq.png" size="10" isUploading="false" initialPath="assets/Pa7gB7VCYR2sMlP-uucOjT_OteuyupFupQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/Pa7gB7VCYR2sMlP-uucOjT_OteuyupFupQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the **Groups** view toolbar.The patients belonging to this group are listed in the **Patients in group** panel. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-BOoCXB8_Hx0qCNkENXqG_x7qf-gnj-q5wsayn3arypmkpefyw4z9meq.png" size="100" isUploading="false" initialPath="assets/X7QF-Gnj-Q5WsAyN3ARYPmkpEfyW4Z9meQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/X7QF-Gnj-Q5WsAyN3ARYPmkpEfyW4Z9meQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Because the file number of each patient is shown, the information is contextual. You can select a patient line and perform any relevant action directly for that patient by clicking on the relevant main toolbar icon or menu option. ::: ### Dynamic Group Criteria Entry or Modification 1. Select the desired dynamic group. 2. Click  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/nh1CDGxfVVMSkCtqbwtLq_dfetihtzuh1ildwlkofvj3sylk30uc4rg.png" size="10" isUploading="false" initialPath="assets/DFeTihTZuH1ild_WlkOFvJ3syLk30Uc4Rg.png" githubPath="en/Patient Records and Management/Patient Management/assets/DFeTihTZuH1ild_WlkOFvJ3syLk30Uc4Rg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the **Groups** view toolbar. This opens the Edit Group window. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/qmPVz3gTklAijvQ2nEXI8_d5h2vpxmccdy3ludnq3wlwukhquvthyxjq.png" size="100" isUploading="false" initialPath="assets/d5h2vPxmCCDY3LuDnq3WlWUKHQUvTHyxJQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/d5h2vPxmCCDY3LuDnq3WlWUKHQUvTHyxJQ.png" position="flex-start" showCaption="false" indent="2"} 3. Enter the relevant details in the **Filter** tab. | Field | Description | | ---------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Caption** | Free-text field used to summarize the rule or rules to be used for filtering. | | **Use for filtering** | Click the dropdown arrow and select the style of filtering to be used:
* **General** - to specify a set of rules from a template. This is the common setting;  * **Stored Query** - to use a database query to select patient records;  * **Macro** - to write a program using the macro language to select patient records. | | **Age** | Click the dropdown arrow and select the appropriate option. In the adjacent field, specify the age of the patients that should be included in the filter. | | **Gender** | Click the dropdown arrow and select gender. | | **Disease code** (unlabelled field) | Use this option to include or exclude patients with a specific disease. Click the dropdown arrow and select: For example, enter 'depression' if you want to include patients with **Depression** or **Anxiety Depression** etc. in their records; **No Dx Description** and enter a disease description to have all patients without that problem description in their records to be included in the filter.
In populating the group, the system will look in only one of these views of the patient records: For the timeframe, select: You can further limit the selection according to whether the diagnosis is currently active and/or open. Options are: The **Status** field of a diagnosis determines whether it is active or inactive. A closed diagnosis is one that has a **To** date.
* **Dx Code** and specify a disease code to have patients with that disease code in their records to be included in the filter;  * **No Dx Code** and specify a disease code to have all patients without that disease code in their records to be included in the filter;  * **Dx Description** and enter a disease description to have all patients whose record contains the specified text to be included in the filter.  * **Problems** * **Encounters** * **Invoices**.  * **ever** if you do not wish to limit the timeframe or  * one of the time periods (**in last 2 weeks**, **in last 24 months**) to limit the group to those who have (or have not) had this diagnosis in that timeframe.  * **Any**;  * **Active, open**;  * **Active, closed**;  * **Inactive, open**;  * **Inactive, closed**.  | | **Service** (unlabelled field) | Use this option to include or exclude patients who have (or have not) been invoiced for a certain **Service code** or **Service description**. Click the dropdown arrow and select\:For the timeframe, select\:Please note that negative selection criteria (such as **is not found** or **No Dx Description**) can take a very long time to process, especially with large databases. It is recommended that these dynamic groups be processed outside of busy transactional times
* **is found** to include only patients who have had that service; * **is not found** to include only patients who have NOT had that service.  * **ever** if you do not wish to limit the timeframe or  * one of the time periods (**in last 2 weeks**, **in last 24 months**) to limit the group to those who have (or have not) been invoiced for the service in that timeframe.  | | **Medications prescribed** (unlabelled field) | Click the dropdown arrow and select: For the timeframe, select\:Then enter the name of the medication (or part of it) to have the filter include only patients for whom the specified medication has been prescribed or listed in their usual medications.
* **Prescription** or  * **Usual Med**.  * **ever** if you do not wish to limit the timeframe or  * one of the time periods.  | | **Clinical notes** (unlabeled field) | Use the **Notes contain**option to include or exclude patients based on whether or not a specific text string appears in any of their clinical notes. Click the dropdown arrow and select: For the timeframe, select\:Using the **Notes Contain** search parameter will search the complete database for the word(s) in question. This will take a long time, and will use most of Profile’s resources. We suggest avoiding this search criterion. If it’s necessary to do so, set up and run outside of normal business hours when the system is otherwise not being used.
* **is found** and enter the required text to include only those patients that have at least one contact where the specified text was entered. For example, 'suspected anorexia'; * **is not found** and enter the required text to include only those patients that do NOT have any contact containing the specified text.  * **ever** if you do not wish to limit the timeframe or  * one of the time periods.  | | **HRI** (unlabelled field) and **Item has the parameters** | Use this option to include or exclude patients based on whether or not a specific HRI appears for the patient within the specified period. For example, if you wanted to include all patients who have an A1c lab result, you could set it up as shown below: :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pzw-apG5PPGG-ypGh3TmR_ificg4zqzfboiswtkmnzm2lqehwam-x3rg.png" alt caption}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IrA80GNEcKMOYUuNPEOs-_oattxyrclklivockpr0agof9etlendqfwa.png" size="90" isUploading="false" initialPath="assets/OattxyrclKLiVoCkPR0AGof9EtLENdqfwA.png" githubPath="en/Patient Records and Management/Patient Management/assets/OattxyrclKLiVoCkPR0AGof9EtLENdqfwA.png" position="flex-start" showCaption="false"} | | **Filter by patient status** | Check this checkbox to limit the filter to those patients whose statuses are among those checked in the list. Check or uncheck the desired statuses. | Patients will only be included in the list if they match all the criteria stated in this window. 4. Enter the relevant details in the **Presentation** tabThe **Presentation** tab allows you to select the columns that will be used to populate the list in the **Patients in group** panel by checking or unchecking the desired checkboxes. You can add custom columns to display a most recent HRI in the time frame for the patients. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Rf1fGzfpz_K9bKbcaw0OU_t1nckupus30wm8acxpeg8br3ji8ketn9g.png" size="100" isUploading="false" initialPath="assets/t1ncKUpus30wM8AcXPeG8BR3jI8Ke_tn9g.png" githubPath="en/Patient Records and Management/Patient Management/assets/t1ncKUpus30wM8AcXPeG8BR3jI8Ke_tn9g.png" position="flex-start" showCaption="false" indent="2"} | Field | Description | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Get Presentation settings from** | Click the dropdown arrow and select:
* **From Patient Group if assigned** to display columns selected in this view only if they are different than the ones selected in the Patient Groups filter view of the Work Centre;  * **Always from Patient Group** to always display columns selected in this view;  * **Always from View Filter** to always display columns selected in the Patient Groups filter view of the Work Centre. | | **Add custom column** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8lYaOF1O1rkproqFiAyRD_yqtisdw72ebpr7wp9pznrjjvk2fnvwgsya.png" size="10" isUploading="false" initialPath="assets/yQtIsdw72eBpR7wp9pZNRjjvk2fNVWgSyA.png" githubPath="en/Patient Records and Management/Patient Management/assets/yQtIsdw72eBpR7wp9pZNRjjvk2fNVWgSyA.png" position="flex-start" showCaption="false"} | Click to add a custom column. | | **Delete custom column** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/uWEy-eUAIKzNfizCzp0ML_i-w-rx0mqum8b1fog7o9gi1y5a3tljl4ya.png" size="10" isUploading="false" initialPath="assets/I-W-rX0MqUm8B1FOg7o9GI1y5A3TLjl4YA.png" githubPath="en/Patient Records and Management/Patient Management/assets/I-W-rX0MqUm8B1FOg7o9GI1y5A3TLjl4YA.png" position="flex-start" showCaption="false"} | Select a column and click the icon to delete it. | | **Most Recent HRI** and **Item has the parameters** | Use this option to include a new column with an HRI to display. This is similar to those in the **Filter** tab. | 5. Press **OK**. ### Dynamic Groups Creation 1. Click  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ebGtGPY1hFrpDpnYIQcti_lsnlluuol96o6g7nvvc6abdcvk1ymcfksq.png" size="10" isUploading="false" initialPath="assets/LsNlLUuol96O6g7nVvC6abDCVK1YmcFkSQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/LsNlLUuol96O6g7nVvC6abDCVK1YmcFkSQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the **Groups** view toolbar. This opens the New dynamic Group window. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/U22S1x-cVeyRkiDpvefPs_nqzmup0suv6895ovoaaxoarcjlgxg-7a.png" size="70" isUploading="false" initialPath="assets/nQZ_mup0_sUv6895ovOAAXOArcJLgXG-7A.png" githubPath="en/Patient Records and Management/Patient Management/assets/nQZ_mup0_sUv6895ovOAAXOArcJLgXG-7A.png" position="flex-start" showCaption="false" indent="2"} 2. In the **Name** field, enter an appropriate name. 3. If you don't want this group to be available to other providers, uncheck the **Shared** checkbox. 4. Click the dropdown arrow in the **Status** field and select a status, if desired . 5. Click the dropdown arrow in the **Privacy** field and select a privacy setting, if desired. 6. Click the ellipsis in the **Owner** field and select an owner, if desired. 7. Press **OK**. ## Static Groups Creation 1. Click  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8tuln_pfim6Td_IBqb4me_duptbhydssxrheqa8qtgj4j1vqjpoypiya.png" size="10" isUploading="false" initialPath="assets/dUPTBHyDSsxrHEQA8qtgj4J1VQjpOYpiyA.png" githubPath="en/Patient Records and Management/Patient Management/assets/dUPTBHyDSsxrHEQA8qtgj4J1VQjpOYpiyA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the **Groups** view toolbar. This opens the New static group window. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PulYZmbX1_0j5DudZMUwA_vfobki0dazgd1ff50ugeechmmxmc1v-iwa.png" size="75" isUploading="false" initialPath="assets/vFoBKi0DaZGD1fF50UgEeCHmMXMC1v-IWA.png" githubPath="en/Patient Records and Management/Patient Management/assets/vFoBKi0DaZGD1fF50UgEeCHmMXMC1v-IWA.png" position="flex-start" showCaption="false" indent="2"} 2. In the **Name** field, enter an appropriate name. 3. If you don't want this group to be available to other providers, uncheck the **Shared** checkbox. 4. Click the dropdown arrow in the **Status** field and select a status, if desired . 5. Click the dropdown arrow in the **Privacy** field and select a privacy setting, if desired. 6. Click the ellipsis in the **Owner** field and select an owner, if desired. 7. Press **OK**. The Edit group window opens. 8. Check the column checkboxes that will be used to populate the list in the **Patients in group** panel. 9. Press **OK**. ### Static Group Creation from a Dynamic Group 1. Select a dynamic group. 2. Holding down your left mouse button, drag the dynamic group to the **Static Groups** panel. A new static group window opens. 3. Enter a group name and press **OK**. 4. In the **Presentation** tab, check the column checkboxes that will be used to populate the list in the **Patients in group** panel. 5. Press **OK** to create the group. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gAViiim8AasTLAZV14lZj_7h64l6wa1a3txktqoxef73vyfltlil1huw.png" size="100" isUploading="false" initialPath="assets/7H64l6wA1A3txkTQoXEf73VYFlTLil1hUw.png" githubPath="en/Patient Records and Management/Patient Management/assets/7H64l6wA1A3txkTQoXEf73VYFlTLil1hUw.png" position="flex-start" showCaption="false" indent="2"} 6. Click  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4pBE37jsOVkuh1_YWJBLw_lejmk0sevo5wtcwqh5lczxfowvk4rxpxuw.png" size="10" isUploading="false" initialPath="assets/LEjMK0SEvO5WtcWqH5lczxfoWvK4RXPXUw.png" githubPath="en/Patient Records and Management/Patient Management/assets/LEjMK0SEvO5WtcWqH5lczxfoWvK4RXPXUw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the **Groups** view toolbar. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OLjivKvHRtskXWvr38N54_gsi1auxpdikasaxlnva1vmslcc2-4fywga.png" size="100" isUploading="false" initialPath="assets/GSI1aUXpDIkasAxLNVa1VmSlcc2-4fYWgA.png" githubPath="en/Patient Records and Management/Patient Management/assets/GSI1aUXpDIkasAxLNVa1VmSlcc2-4fYWgA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} The patients belonging to this group are listed in the **Patients in group** panel. ::: ## Groups Undocking Groups can be undocked to perform additional functions for patients within a group, such as adding them to a care plan. 1. Select the desired dynamic group. 2. Click  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VbFn3kMb8Xj-6as5dAE--_rlamjwijpkrbve3hledqvdd1848jsqva.png" size="10" isUploading="false" initialPath="assets/_rLamjWIjpKRBVe3hle_dQvDD1848jsqvA.png" githubPath="en/Patient Records and Management/Patient Management/assets/_rLamjWIjpKRBVe3hle_dQvDD1848jsqvA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the **Groups** view toolbar. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gkCn-jM1z0CbHrr_k81tA_5sdztdbjyvrjes8ympxulxx5gvrh2yprgw.png" size="100" isUploading="false" initialPath="assets/5SDZtDBJYVrJes8YMPXULxx5gVrH2YPrGw.png" githubPath="en/Patient Records and Management/Patient Management/assets/5SDZtDBJYVrJes8YMPXULxx5gVrH2YPrGw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} The patients belonging to this group are listed in the **Patients in group** panel. ::: 3. Click  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/AJAn_7sog-rTOQqcy14O8_mbnbpwr56ltjsuq1crap5bballwmmedwa.png" size="10" isUploading="false" initialPath="assets/mBnbp_wr56LTjsUQ1CRAp5bBaLlWMmeDwA.png" githubPath="en/Patient Records and Management/Patient Management/assets/mBnbp_wr56LTjsUQ1CRAp5bBaLlWMmeDwA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the **Groups** view toolbar. This opens the patient group in a new window. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/R9eQHc79Z1u9Z9XIn_C6v_s0i9lrpz09t-uz5hexc2ujbwzdtm56g6cq.png" size="100" isUploading="false" initialPath="assets/S0I9lRPz09T-uZ5hEXC2ujBwZdtM56G6CQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/S0I9lRPz09T-uZ5hEXC2ujBwZdtM56G6CQ.png" position="flex-start" showCaption="false" indent="2"} 4. Using the checkboxes on the left side, select the patient to action. The following actions can be performed with the toolbar icons: | Icon | Action | | -------------------- | ----------------------------------------------------- | | **Add Problem** | Add a problem to the selected patients’ problem lists | | **Add Alert** | Add an alert to the selected patients’ files | | **Add Care Plan** | Add the selected patients to a care plan | | **Add Intervention** | Add an intervention for the selected patients | | | Toggle appointment quick search panel | :::hint{type="danger"} **Note** Patients who already have had the action performed previously will be skipped. ::: ## Compound Patient Groups ### Unions and Intersections **Union** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/i-9ienHuPf1QP0wDoZx68_51z49jsvuyhoxosctsmuwap5axhlkopja.png" size="10" isUploading="false" initialPath="assets/51Z49JsvUY_hOxOsctSmuwaP5AXHlkOPjA.png" githubPath="en/Patient Records and Management/Patient Management/assets/51Z49JsvUY_hOxOsctSmuwaP5AXHlkOPjA.png" position="flex-start" showCaption="false"} : A grouping where the patients are included in one group OR another. For example: patients who have either **Asthma** or **Diabetes**.**Intersection** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/WbDHcGokPBF55YOzlIHzX_phpe-m6cjv4ufdocmj8zxqoe7nvgsfakg.png" size="10" isUploading="false" initialPath="assets/PhPE_-M6Cjv4UFdoCMJ8ZXqoE7nvgsfAKg.png" githubPath="en/Patient Records and Management/Patient Management/assets/PhPE_-M6Cjv4UFdoCMJ8ZXqoE7nvgsfAKg.png" position="flex-start" showCaption="false"} : A grouping where the patients are included in one group AND another. For example: patients who have **Asthma** and **Diabetes**. 1. Choose 2 dynamic or static groups upon which you want to base the union or intersection. Select the first group, and then while holding the \[**Shift**] or \[**Ctrl**], select the second group. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NgcJGZPr8XxCAWUNvTEYw_ehxc83eu5ur6aqxreaapogcev57iahcwtw.png" size="53" isUploading="false" initialPath="assets/ehXC83EU5UR6AqxreAapoGcEV57IAhCwtw.png" githubPath="en/Patient Records and Management/Patient Management/assets/ehXC83EU5UR6AqxreAapoGcEV57IAhCwtw.png" position="flex-start" showCaption="false" indent="2"} 2. Click on the New Union  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/rW5Bmx3BiSLEjeOV2BT4w_hpiklmdmplzn-hewbgfcvgnrsqm6as066q.png" size="10" isUploading="false" initialPath="assets/hpiklmDMpLzN-hewBgFcVgNRsqM6aS066Q.png" githubPath="en/Patient Records and Management/Patient Management/assets/hpiklmDMpLzN-hewBgFcVgNRsqM6aS066Q.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} , or New Intersection ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JyUNGffou8K8xrIAycPk__0i9gii43bmxuadhp4kmowkalpbmijsdsq.png" size="10" isUploading="false" initialPath="assets/0I9Gii43bmXuAdhp4KMoWK_ALPbmIjsDSQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/0I9Gii43bmXuAdhp4KMoWK_ALPbmIjsDSQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} icon in the **Groups** view toolbar. This opens the New Compound Group window. ::: 3. Enter the name of the group in the **Name** field, ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/hPFgKjG0Umm1sFykROm9W_op8xvnpmwkxnkgxy-whlaoq9cum8btl3bq.png" size="73" isUploading="false" initialPath="assets/Op8xvNpmWKXNkgxy-WHLAOQ9cUm8btL3bQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/Op8xvNpmWKXNkgxy-WHLAOQ9cUm8btL3bQ.png" position="flex-start" showCaption="false" indent="2"} 4. Select the **Presentation** tab and check the column checkboxes that will be used to populate the list. 5. Press **OK**. The new group will appear in the **Unions and Intersections** panel. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/TVyDqp1hxRYgawwU04CBv_bvu-oepnhphperbx4veidg-ep52l6lkc8a.png" size="53" isUploading="false" initialPath="assets/bvu-oEpNhphPeRbX4vEiDG-Ep52L6lKC8A.png" githubPath="en/Patient Records and Management/Patient Management/assets/bvu-oEpNhphPeRbX4vEiDG-Ep52L6lKC8A.png" position="flex-start" showCaption="false" indent="2"} :::hint{type="info"} **Hot Tip** These groups can be made up of dynamic, static, union or intersection groups in any combination. ::: :::hint{type="danger"} **Note** Users should use caution when creating unions and intersections of dynamic groups because they have the potential to be very taxing on the server to the point of causing extreme slowness or freezing of Profile. Generally, unions and intersections of dynamic groups should try to be kept to under approximately five groups to reduce the complexity of the database query. If more complex queries are needed, Find Objects Queries are a more efficient and less impactful way to query the database. ::: Here is an example of an intersection group that can be made with 2 newly created groups. This group will find a list of patients that are diabetic but have not been prescribed metformin in the last 12 months. This can be useful to identify any patients that have not come in to have their prescriptions renewed. 1. You can use an existing Diabetics dynamic group or you can make one which uses the text description of 'Diabetes' to look through patients' problem lists for any type of diabetes. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OYofwfwKuK_AUeg2mfmec_dvt3ggmbfvqgsvm8ldl7zhsclmka9gswpq.png" size="100" isUploading="false" initialPath="assets/dVt3GgMBfVqgsvm8LDL7ZhsclMKA9GsWPQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/dVt3GgMBfVqgsvm8LDL7ZhsclMKA9GsWPQ.png" position="flex-start" showCaption="false" indent="2"} 2. Create a group to search for all patients that have not been prescribed metformin in the last 12 months. The drug and the duration are things that can be customized to suit the need of the clinic. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Zv95-VsHP8qLpWH9cypug_9byjgfz3erf69kiw-cflhih5cag46wwf4a.png" size="100" isUploading="false" initialPath="assets/9bYjgFZ3eRf69kiW-CFlHIh5cAg46wWf4A.png" githubPath="en/Patient Records and Management/Patient Management/assets/9bYjgFZ3eRf69kiW-CFlHIh5cAg46wWf4A.png" position="flex-start" showCaption="false" indent="2"} 3. Once the 2 groups above have been created, make an intersection group with them. This will return a list of all the diabetic patients that have not been prescribed metformin in the past 12 months. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/oS5KBaezsmX6MDsusakaO_lqxkt24a0sqblol2oxk-8yhtzpn5nrrlw.png" size="100" isUploading="false" initialPath="assets/l_qxKT24A0SQbLoL2oXK-8yHtzPN5NrrLw.png" githubPath="en/Patient Records and Management/Patient Management/assets/l_qxKT24A0SQbLoL2oXK-8yHtzPN5NrrLw.png" position="flex-start" showCaption="false" indent="2"} ### Comparison The compound group functionality allows to make analysis through comparing patient groups. The comparison can be done through the **Comparison** tab of the Edit Compound Group window. In this example, we're looking for the percentage of patients that have **Asthma** and **Diabetes** among the **Asthma** group. 1. Select the desired compound group. 2. Click  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PC9O4VhfvCiJf-G3g2iDx_iunhkizhdrdchhtyeyzcwuivenwsx1usw.png" size="10" isUploading="false" initialPath="assets/iunHkIzHdrdCHhTYeyzc_wuIVeNwsx1USw.png" githubPath="en/Patient Records and Management/Patient Management/assets/iunHkIzHdrdCHhTYeyzc_wuIVeNwsx1USw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} on the **Groups** view toolbar. This opens the Edit Compound Group window. ::: 3. Select the **Comparison** tab. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/n1tIEN8ArXRmhhWrUFCFf_yajtf1ny5izvi9lcbsyz0attmkgolfnzw.png" size="97" isUploading="false" initialPath="assets/YAJtf1nY5izVi9LCBsyz0aTTMkGOL_fNZw.png" githubPath="en/Patient Records and Management/Patient Management/assets/YAJtf1nY5izVi9LCBsyz0aTTMkGOL_fNZw.png" position="flex-start" showCaption="false" indent="2"} 4. Enter the relevant details: | Field | Description | | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Numerator** panel | Non-editable area that is a mirror of the structure in the **Definition** tab. | | **Denominator** panel | Click the dropdown arrow in the first field and select an option.
* If **Definition** is selected, the structure panel below is enabled. Using the toolbar and arrows, modify the structure as desired.  * If **Group** is selected, the dropdown menu on the right is enabled. Select a group from the list. | | **Reset** button | Click to reset the denominator to its original settings. | | **Output** panel | Check the checkbox to display a comparator panel displayed below the **Patients in group**panel.
* The **Description** field is free-text. Enter descriptive text for the **Comparator** ouput. * The **Numerator**field is free-text. Enter the name of the numerator.  - Check the **Count** checkbox to display a count for the numerator.  - Check the **%** checkbox to display a percentage for the numerator.  * The **Denominator**field is free-text. Enter the name of the denominator.  - Check the **Count** checkbox to display a count for the denominator. | 5. In the **Presentation** tab, check the column checkboxes that will be used to populate the list. 6. Press **OK**. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sas4zO0jKq5pzO4ZVu7DF_86lcwgnm8ioj8uqov04q5svkpgfaunrycq.png" size="100" isUploading="false" initialPath="assets/86LCwgNM8iOJ8UQOV04Q5SVkPGFAunrycQ.png" githubPath="en/Patient Records and Management/Patient Management/assets/86LCwgNM8iOJ8UQOV04Q5SVkPGFAunrycQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} In this example, the result shows 2 (10.53%) out of 19 patients have **Asthma** and **Diabetes**. ::: *** ## Attachments ::File{src="https://api.qa.archbee.co/api/presign/zICxj0dnLereb6UUrBA3-/1_0W-CYxuQmuMa4McF5rM_6000237269-groups-static-dynamic-and-compound.pdf" label="Groups - Static_ Dynamic_ and Compound.pdf" initialPath="../../../attachments-export/6000237269-Groups%20-%20Static_%20Dynamic_%20and%20Compound.pdf" githubPath="attachments-export/6000237269-Groups - Static_ Dynamic_ and Compound.pdf"}