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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 three ways this happens: manual assignment by a Team Member, self-sign-up using a group Access Code, and the group allocation question during onboarding.

✅ Method 1: Assign During Patient Creation

When adding a new patient manually:

  1. Go to Patient List in the left-hand menu
  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 Support Services, and providers configured for that group.

🔓 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 after tapping Create Account
  • Once submitted, they're automatically placed into the corresponding group

🔐 If the group has "Manually approve self-created Patient accounts before access is allowed" ticked (in the Edit Patient Group modal), a Team Member must approve the patient before they gain access.

👥 Method 3: Group Allocation During Onboarding

If your Organisation has onboarding enabled with a Patient Group Allocation Onboarding Question configured, self-registering patients answer a multiple-choice question as their first onboarding step and are placed into the Patient Group matching their answer.

📘 See Patient Onboarding for how to set up the allocation question.

🔄 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. Remember a patient can only belong to one Patient Group at a time.