1. Help Centre
  2. Resources for Managers
  3. Using the Dashboard- Setup and Permissions

How to Set Up a Patient Group

If you have a group of patients managed by one or more managers, you can set up a Patient Group instead of assigning individual managers to each patient.

Create your Patient Group

Choose Patient Groups under Group Management on the Dashboards.

Click on Create a Patient Group at the bottom of the screen.  

Name your group.  You can also add a group description (optional). For example, a group description might include the criteria used to assign patients to this group.  Click Create.

Once the Patient Group is created, select the permissions that the managers will have for this group.  Click on the gear icon (Change permission button) next to the Patient Group name.

The permissions that you choose will apply to all managers and to all patients within the group.  Group permissions are less flexible than individual Manager permissions. (see How to set Manager Permissions.) Click Submit when you are finished setting permissions.

Assign Manager(s) to the Patient Group

From the Patient Groups section of the Dashboards, click on the name of the 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.   

Assign patients to the Patient Group

Using the Patient Page

If you are creating a patient, you can assign them to a Patient Group during the user creation process.  In the Health Info section in the Create a User window, click on the Patient Group field.  A list of all previously created Patient Groups will appear.  Patients can be added to one or more groups by clicking in the box to the left of the Patient Group name.  Click Create New User after all user information has been added.

If the patient account already exists, click Patients in the User Management section of the Dashboards.  On the Patients page, click the 3 dots to the right of the patient's name.  In the menu, choose Edit.   

In the Health Info section, click on the Patient Group field.  A list of all previously created Patient Groups will appear.  Patients can be added to one or more groups by clicking in the box to the left of the Patient Group name.  Click Save.

Using the Creation / Token Page

If you are creating a patient, you can assign them to a Patient Group during the user creation process.  In the Health Info section in the Create window, click on the Patient Group field.  A list of all previously created Patient Groups will appear.  Click on one or more names to add the patient to the Patient Group(s).  Click Create after all user information has been added.

Patients can be added to one or more groups by clicking on multiple names in the list.  If a Patient Group is chosen, the name will appear highlighted in the list.  Click the name again to remove the highlighting, if needed.

If the patient account already exists, click Creation / Token in the User Management section of the Dashboards.  On the Creation / Token page, click the Edit icon (pencil and paper) to the right of the patient's name.    

If the patient is currently enrolled in any Patient Groups, the Patient Group field will include the name(s).  To add any new Patient Group(s) or to edit the current group(s), click on the dropdown menu under Patient Group.  

A list of all previously created Patient Groups will appear.  Patients can be added to one or more groups by clicking in the box to the left of the Patient Group name.  Patients can be removed from a Patient Group by clicking in the checkbox to remove the checkmark.  Click Save to update the patient's information.

View Patient Group patients in the aTouchAway app

Scroll down to the Your Managed Users section in the app.

Select the Patient Group name from the drop-down menu where it says Choose a Patient Group. The patients that are being managed in this group will then appear below the search bar field.

Summary  

Staff can be assigned to more than one Patient Group.  

Staff can also be assigned to patients as individual managers.  

Patients can belong to more than one Patient Group.  

For more information see Management Groups vs Individual Managers

and Assigning Direct Patient Managers.