---
title: How to Work with Patient Groups (Caseload Groups)
description: This article describes the Patient Groups feature and offers a practical example of its utilization in a real-life scenario.
---

[Skip to content](https://info.aetonix.com/how-to-work-with-patient-groups#main-content)

- [English](https://info.aetonix.com/how-to-work-with-patient-groups)
- [Français - Canada](https://info.aetonix.com/fr-ca/travailler-avec-des-groupes-de-patients)

English

Show submenu for translations

[![Aetonix\_color\_white\_background-01.png\]](https://info.aetonix.com/hs-fs/hubfs/Aetonix_color_white_background-01.png?height=40&name=Aetonix_color_white_background-01.png)](https://www.aetonix.com)

- [Help Centre](https://info.aetonix.com/)
- [Go to Customer Portal](https://info.aetonix.com/portal)

Open main navigation

Close main navigation

- [Help Centre](https://info.aetonix.com/)
- [Go to Customer Portal](https://info.aetonix.com/portal)
- - [English](https://info.aetonix.com/how-to-work-with-patient-groups)
    - [Français - Canada](https://info.aetonix.com/fr-ca/travailler-avec-des-groupes-de-patients)

  English
  
  Show submenu for translations
- [Submit a Help Request](https://info.aetonix.com/submit-a-help-request)

[Submit a Help Request](https://info.aetonix.com/submit-a-help-request?hsLang=en)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Centre](https://info.aetonix.com/?hsLang=en)
2. [Resources for Managers](https://info.aetonix.com/resources-for-managers?hsLang=en)
3. [The aTouchAway App - Setup and Permissions](https://info.aetonix.com/resources-for-managers?hsLang=en#the-atouchaway-app-setup-and-permissions)

# How to Work with Patient Groups (Caseload Groups)

## This article describes the Patient Groups feature and offers a practical example of its utilization in a real-life scenario.

The Patient Groups feature is an important tool for clinicians to be able to manage larger caseloads by grouping them based on common characteristics such as diagnosis, risk or demographics and then assigning caseload managers to the group. The tool is designed to support clinicians in easily accessing their caseloads and prioritizing their time and resources.  As well, this functionality helps to create efficient workflows for when staff needs to be replaced temporarily (e.g., when on vacation or sick) and ultimately, to provide better care for patients ensuring pathway and other alerts are never missed. Patients and Managers can be part of multiple groups at the same time, and their association to the groups can be modified at any time.

***Below is a sample scenario of how the feature is used:***

Sarah is one of the RNs on a Telehomecare (THC) Team. Her caseload includes patients in all Pathways (COPD, HF, and combined COPD&HF).

 Sarah creates:

- One *main* Patient Group called “Sarah’s Caseload”
- One Patient Group called “Sarah’s COPD Patients”
- One Patient Group called “Sarah’s HF Patients”
- One Patient Group called “Sarah’s Combined Pathway Patients”

 When registering patients, Sarah will assign them to her main caseload group as well as any other Pathway-specific group(s) they may be part of.  
![Creating users in Saras caseload](https://info.aetonix.com/hs-fs/hubfs/Creating%20users%20in%20Saras%20caseload.png?width=600&height=192&name=Creating%20users%20in%20Saras%20caseload.png)

When enrolling patients in Pathways, she will select the appropriate group in the “Patient Group Actors” field on the **Start Pathway** page.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Apr-25-2024-05-03-06-0475-PM.png?width=600&height=322&name=image-png-Apr-25-2024-05-03-06-0475-PM.png)

Sarah can use filters in the **Health Overview** and**Patients** pages in the **aTouchAway®** **Dashboards** to narrow down the search and prioritize her work for the day.

Since the Pathway alerts are seen in the aTouchAway® App, Sarah goes to the aTouchAway® App to view and work on the alert(s) for those patients as per usual.  The notification includes the name of the caseload at the top:

![Saras notification from caseload](https://info.aetonix.com/hs-fs/hubfs/Saras%20notification%20from%20caseload.png?width=688&height=175&name=Saras%20notification%20from%20caseload.png)

When Sarah goes on vacation, she or her Team Lead will need to assign someone to cover for Sarah’s caseload. Sarah or her Team Lead goes to the **Patient Groups** page in the **aTouchAway®** **Dashboards** to add a new manager that will take over, in this case, Amy. Sarah or her Team Lead may assign Amy to one or all groups under Sarah’s caseload.

Sarah or her Team Lead selects the group, then clicks ***Add a Manager*** and searches for Amy’s email address to select her. From this moment on, any Pathway alerts that are currently displayed in Sarah’s aTouchAway® App will be visible to Amy as well as any future ones.

![Sarahs Caseload right](https://info.aetonix.com/hs-fs/hubfs/Sarahs%20Caseload%20right.png?width=688&height=291&name=Sarahs%20Caseload%20right.png)

![Sarahs caseload with Amy](https://info.aetonix.com/hs-fs/hubfs/Sarahs%20caseload%20with%20Amy.png?width=688&height=316&name=Sarahs%20caseload%20with%20Amy.png)

Amy’s screen:

![Sarahs alert in Amys screen](https://info.aetonix.com/hs-fs/hubfs/Sarahs%20alert%20in%20Amys%20screen.png?width=688&height=179&name=Sarahs%20alert%20in%20Amys%20screen.png)Any Pathway alerts that Amy clears will be automatically cleared from Sarah’s screen.

When Sarah is back from vacation, Sarah or her Team Lead will remove Amy from Sarah’s caseload groups by returning to the **Patient Groups** page, selecting each group, and clicking the *Delete* icon (person with an X) to the right of Amy's name.

- [Get Help Fast!](https://info.aetonix.com/get-help-fast?hsLang=en)
- [User Manuals for Kit Devices](https://info.aetonix.com/user-manuals-for-kit-devices?hsLang=en)
- [General Help Resources](https://info.aetonix.com/general-help-resources?hsLang=en#main-content)

    - [Download and Install the App](https://info.aetonix.com/general-help-resources?hsLang=en#download-and-install-the-app)
    - [Manage your account settings](https://info.aetonix.com/general-help-resources?hsLang=en#manage-your-account-settings)
    - [Troubleshooting Installation Issues](https://info.aetonix.com/general-help-resources?hsLang=en#troubleshooting-installation-issues)
- [Resources for Patients using an aTouchAway® solution Kit](https://info.aetonix.com/resources-for-patients-using-an-atouchaway-solution-kit?hsLang=en#main-content)

    - [Taking Vital Signs](https://info.aetonix.com/resources-for-patients-using-an-atouchaway-solution-kit?hsLang=en#taking-vital-signs)
    - [Communicating with your Care Team](https://info.aetonix.com/resources-for-patients-using-an-atouchaway-solution-kit?hsLang=en#communicating-with-your-care-team)
    - [Troubleshooting and FAQs](https://info.aetonix.com/resources-for-patients-using-an-atouchaway-solution-kit?hsLang=en#troubleshooting-and-faqs)
- [Resources for Patients and Family using the aTouchAway® App on their own device](https://info.aetonix.com/resources-for-patients-and-family-using-the-atouchaway-app-on-their-own-device?hsLang=en#main-content)

    - [Getting started](https://info.aetonix.com/resources-for-patients-and-family-using-the-atouchaway-app-on-their-own-device?hsLang=en#getting-started)
    - [Taking your Vital Signs](https://info.aetonix.com/resources-for-patients-and-family-using-the-atouchaway-app-on-their-own-device?hsLang=en#taking-your-vital-signs)
    - [Using aTouchAway to communicate with your care team](https://info.aetonix.com/resources-for-patients-and-family-using-the-atouchaway-app-on-their-own-device?hsLang=en#using-atouchaway-to-communicate-with-your-care-team)
    - [Other App Functions](https://info.aetonix.com/resources-for-patients-and-family-using-the-atouchaway-app-on-their-own-device?hsLang=en#other-app-functions)
    - [Troubleshooting](https://info.aetonix.com/resources-for-patients-and-family-using-the-atouchaway-app-on-their-own-device?hsLang=en#troubleshooting)
- [Resources for Managers](https://info.aetonix.com/resources-for-managers?hsLang=en#main-content)

    - [Overview of the Aetonix System](https://info.aetonix.com/resources-for-managers?hsLang=en#overview-of-the-aetonix-system)
    - [Using the aTouchAway Dashboards - Basics](https://info.aetonix.com/resources-for-managers?hsLang=en#using-the-atouchaway-dashboards-basics)
    - [Using the aTouchAway Dashboards - Setup and Permissions](https://info.aetonix.com/resources-for-managers?hsLang=en#using-the-atouchaway-dashboards-setup-and-permissions)
    - [Using the aTouchAway Dashboards - Patient Monitoring and Reports](https://info.aetonix.com/resources-for-managers?hsLang=en#using-the-atouchaway-dashboards-patient-monitoring-and-reports)
    - [The aTouchAway App - Basics](https://info.aetonix.com/resources-for-managers?hsLang=en#the-atouchaway-app-basics)
    - [The aTouchAway App - Setup and Permissions](https://info.aetonix.com/resources-for-managers?hsLang=en#the-atouchaway-app-setup-and-permissions)
    - [The aTouchAway App - Patient Monitoring](https://info.aetonix.com/resources-for-managers?hsLang=en#the-atouchaway-app-patient-monitoring)
    - [Managing the Aetonix Tablet](https://info.aetonix.com/resources-for-managers?hsLang=en#managing-the-aetonix-tablet)
    - [Care Pathways](https://info.aetonix.com/resources-for-managers?hsLang=en#care-pathways)
    - [User Guides](https://info.aetonix.com/resources-for-managers?hsLang=en#user-guides)
    - [Manager Specific FAQs](https://info.aetonix.com/resources-for-managers?hsLang=en#manager-specific-faqs)
    - [Other](https://info.aetonix.com/resources-for-managers?hsLang=en#other)
    - [Using the aTouchAway Dashboards - Care Pathways](https://info.aetonix.com/resources-for-managers?hsLang=en#using-the-atouchaway-dashboards-care-pathways)
    - [The aTouchAway App - Care Pathways](https://info.aetonix.com/resources-for-managers?hsLang=en#the-atouchaway-app-care-pathways)
- [Resources for Org Managers](https://info.aetonix.com/resources-for-org-managers?hsLang=en)
- [Suggestions & Feedback](https://info.aetonix.com/suggestions-feedback?hsLang=en)
- [Release Notes](https://info.aetonix.com/release-notes?hsLang=en#main-content)

    - [2026](https://info.aetonix.com/release-notes?hsLang=en#2026)
    - [2025](https://info.aetonix.com/release-notes?hsLang=en#2025)
    - [2024](https://info.aetonix.com/release-notes?hsLang=en#2024)
    - [2023](https://info.aetonix.com/release-notes?hsLang=en#2023)
    - [2022](https://info.aetonix.com/release-notes?hsLang=en#2022)
    - [2021](https://info.aetonix.com/release-notes?hsLang=en#2021)

- [Go to Customer Portal](https://info.aetonix.com/portal)
- [Submit a Help Request](https://info.aetonix.com/submit-a-help-request)

[![Chill listening crop-3](https://info.aetonix.com/hs-fs/hubfs/Aetonix_color_white_background-01.png?width=99&height=35&name=Aetonix_color_white_background-01.png "Chill listening crop-3")](https://aetonix.com)

*Aetonix Systems Inc., 725 Baransway Dr., London, Ontario N5V 5G4, Canada, +1 (855) 561-4591*

Copyright © 2025, Aetonix Systems Inc.