Working with the Groups Feature in Profile

overview the following article will cover the basics around using the groups feature in profile using groups in profile the groups feature in profile gives healthcare organisations the ability to create and work with multiple lists of patients these patient lists can be associated with certain characteristics like disease codes, service codes, prescriptions, notes, and hri; as well as monitoring requirements; and so forth clinics can create these lists by generating either a dynamic group, or a static group once either of these group types have been run , the groups feature in profile can help healthcare organisations access patient details, provide visibility, communicate with patients, as well as export and share particular patient information benefits for healthcare organisations provides visibility for a specific list of patients through a filtered, customisable, presentation can utilise communication methods like sms and email to send adhoc individual messages or bulk text and email messages offers the ability to personalise bulk text and email messages using print variables and typing templates clinics can access patient information directly from the groups feature a way to capture and keep track of any high risk patients that need to be monitored for clinical reasons allows clinics to export a full list of patients to excel as a csv file can geocode patients in bulk dynamic groups vs static groups group type dynamic groups static groups how to create the group dynamic groups can be generated by running a query, based on one or more characteristics, in profile a static group is created by manually adding or removing patients how to alter the group a dynamic group will only change if the chosen database characteristics change patients cannot be added manually to this type of group because it is query driven despite any database changes, the static groups will always remain the same, unless manually altered by the clinic example female patients over the age of 18 a group of patients that would need to be monitored, on a regular basis ex patients on warfarin feature overview create a group go to work centre / clinical / groups to access the groups view decide between a dynamic or static group put the type of group 'in context' by clicking inside either the dynamic groups or static groups area this will change the letter from a 'd' to an 's' in the new static group or new dynamic group button dynamic group click on the new dynamic group button to open the new dynamic group window change the name of the group choose the location of the group, in the category field, by selecting a pre existing folder to place it in determine the status , and privacy fields by selecting the appropriate options in each of the drop down lists select the owner by clicking on the ellipsis, and making the appropriate selection enter in a description , if needed push ok to close the new dynamic group window the edit window will open automatically all of the details and visual elements for the group will be entered here the drop down lists in the filter tab will determine who will be captured in the group make selections based on the necessary characteristics of the group options include age , gender , member of pos , disease code , service code , prescription , notes contain , and hri each of these options have additional components that help to further define and aid with the query the example below is for a group of female patients over the age of 18 to do this, the clinic must select greater than in the age drop down list, and enter 18 in the years box female ( f ) must also be selected in the gender drop down list the required type/status of patients listed in the box on the right of the window must be ticked as well the presentation tab items will determine how the filtered view of the group will be presented clinics can customise the columns they wish to work with for each group select any of the items to include or exclude them from the filtered presentation change the column name or width by clicking on either item and entering in the appropriate requirement click or unclick each of the items to autosize the columns view change the justification by clicking on the item and selecting the appropriate position from the drop down menu highlight an item and click on the downward or upward arrows to change the presentation order of the columns items on the top on the list will be presented on the left, items on the bottom of the list will be presented on the right press ok when the changes are complete click to highlight the name of the group and then click on the run button to start the query the previously empty box, at the bottom of the groups view, should now be populated with the a list of patients associated with the selected characteristics needed for the group the example below shows all female patients over the age of 18 static group click on the new static group button to open the new static group window follow the same steps from step 1 in the dynamic group section above the edit window with only the presentation tab will open automatically follow the same steps as step 4 from the dynamic group section above highlight the newly created static group and press the add patient to static group button search for the necessary patients to start populating the group repeat this step until all necessary patients have been added the count column will indicate the number of patients added to the group press the run button to view the static group in the filtered presentation this will be located at the bottom of the groups view modify/view a filtered presentation after a group has been run , it can be seen in a filtered presentation to modify the filtered presentation view, simply right click the chosen group and select edit this will open the edit window mentioned in the create a group section of this article access the presentation tab and make any relevant adjustments press the run button in the groups view the changes made will now be visible access patient information double left click on a patient's name, in the group list filtered view this will take users directly to the alter patient window communicate with patients clinics can send personalised bulk emails and texts, or individual ad hoc messages to patients, directly from the groups view send individual messages highlight the name of the patient click on the send message or email to patient button on the main toolbar edit the message paste any print variables, or use any typing templates that would be helpful, here press send when the message is complete send messages in bulk highlight the patients that require an sms sent to them click on the send message or email to patient button confirm the patients that require a message sent to them by either ticking/unticking each, or selecting ok for all edit the message paste any print variables, or use any typing templates that would be helpful, here press send when the message is complete export once a group has been run , the group can be exported as a csv file and used in excel press the full or the list button in the groups view toolbar doing so will either export the full list of patients, or the list of patients displayed select csv from the save as type drop down list and save the file to the appropriate location learn more for more information on the groups feature in profile, click on the following link groups static & dynamic docid\ xfdino3 6lvcmuke8fsyz