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Patient Groups vs Direct Patient Managers

Patient Groups may be an efficient way for you to assign multiple managers to a group of patients.

If you have large groups of patients to manage or groups of patients that are shared between different managers, it may be easier to create Patient Groups for these patients and managers.  There are limitations, however, in how Patient Groups function.  

In a Patient Group:

1. All managers in the group have the same permissions for all patients in the group.  Permissions can only be managed at a group level.  If you have managers that need different levels of permissions, Patient Groups will not work for you.

2. Managers can belong to different Patient Groups.  Based on the permissions of each group, they may have different levels of access for patients who belong to different groups.

3. Patients can belong to more than one Patient Group.  

4. Setting up Patient Groups is easy and less time-consuming, but there is less flexibility.

Direct Patient Managers:

1. Each manager can have a unique set of permissions for each patient that they manage.  

2. Each patient can be assigned many managers.  Permissions can be set individually or can be set in bulk (see How to set Manager Permissions).

3. Patients are not limited to a specific group of managers.  

4. Setting up individual managers can be time-consuming; however, there is more flexibility with permissions and assigning managers.