Adding a Patient Manager to a Patient Group

A step-by-step guide to adding a Patient Manager to a Patient Group.

On the Dashboards under Group Management, click Patient Groups.

On the left side of the Patient Groups page, click on the name of the Patient Group.  Once the name is highlighted, select Add A Manager from the bottom bar on the right.  

Search for your staff member by name.  (see How to configure Users as Staff)

Once the staff member’s name appears in the list below the search field, click on their name. Repeat, as necessary. Once the managers have been added, click Close to return to the Patient Groups page.

If the Patient Group name is highlighted, the list of managers will appear on the right side of the window.

Remember that all staff will have the same permissions for every patient that is in this group.