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Assigning Patients to a Patient Group

Ensure each patient is placed into the correct Patient Group to personalise their app experience, content access, and care.

Patients must be assigned to a Patient Group to access content, connect with clinicians, and see the right tools in the app. There are two ways this happens: manual assignment by a clinician or admin, and self-sign-up using a group access code.

✅ Method 1: Assign During Patient Creation

When adding a new patient manually:

  1. Go to Patient Management → Patient List

  2. Click the + New button

  3. Complete the patient profile fields

  4. In the Patient Group dropdown, select the group they should belong to

  5. Click Save

📲 The patient will immediately inherit the content, features, crisis services, and clinicians assigned to that group.

🔄 Changing a Patient’s Group Later

You can update a patient’s group at any time:

  1. Open the patient’s profile

  2. Locate the Patient Group field

  3. Choose a new group from the dropdown

  4. Click Save

This will update the content and features shown in the app, and may also change which Team Members can view or support the patient.

🔓 Method 2: Self-Sign-Up via Access Code

If your clinic has enabled self-sign-up, patients can register themselves and be automatically assigned to a group using an access code.

Here’s how it works:

  • Each Patient Group has a unique access code (found in the group settings)

  • When the patient signs up via the app or portal, they’re prompted to enter the access code

  • Once submitted, they’re automatically placed into the corresponding group

🔐 If the group has Require Approval turned ON, a clinician or admin must approve the patient before they gain access.