Patient Groups can be an extremely helpful tool that allows you to group/categorize your customers.A patient group is like a label that can be assigned to patients, thus grouping them under certain types, which can be especially useful for running personalized marketing campaigns and loyalty programs.
If you wish to automate this process, please view this article.
Creating Manual Patient Groups
Navigate to Patients→Patient Groups on IndicaOnline Web.
Click the Add New Patient Group button in the upper right corner.
Give your new list a name and click the Save button to confirm the changes.
You will get a notification message 'The item was created successfully'. Click the Back to List button to return to the Patient Groups list.
You can add as many groups as you want. Once you have created a new group, it will be in the list and there will be the option to edit (pencil icon) or delete (trash can icon) it at any time.
On the Patient List, you can do an advanced search for patients that have been added to a particular group or that have been blacklisted.
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