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Intro to Patient Groups

A Patient Group is a configurable container that defines:

  • ✅ What content and features the patient sees in the Patient App and Patient Web Portal
  • ✅ Which Team Members are connected to the group
  • ✅ Which Bookable Providers can be booked by patients in the group
  • ✅ Which Services can be booked by patients in the group
  • ✅ What Crisis Support Services are shown
  • ✅ Which patients are grouped together for management and visibility

This enables Organisations to tailor the digital experience based on condition, program type, funding source, or service line (e.g. Addiction Recovery, Maternal Health, Anxiety Support).

🎯 Why Use Patient Groups?

  • Segment care pathways by condition, service, or demographic
  • Control content access so each group only sees relevant modules
  • Control which providers each group's patients can book (Organisations that allow patient self-booking only)
  • Improve patient experience with streamlined and relevant tools
  • Simplify administration by managing patient visibility and resources at scale

📱 What Patients See

The Patient Group a patient is assigned to determines which modules they have access to in their Patient App and Patient Web Portal, and — where self-booking is enabled — which providers and Services appear when they book.

👩‍⚕️ Team Member Access vs Booking Visibility

These are two separate settings on a Patient Group, and it's worth keeping them distinct:

  • Team Member Access controls which Team Members can see and work with the group's patient records
  • Bookable Providers controls which providers the group's patients can see and book when making an appointment

A provider can have record access without being bookable, and vice versa. The same provider can also be Bookable in one Patient Group and not another.

Team Members who do not have the View All Patients permission will only see:

  • Patients whose Care Team they are in, and
  • Patients in groups they have Team Member Access for

📘 See Making a Provider Bookable and Patient Groups - Access vs Booking: What's The Difference? for the full picture.

🔐 Who Manages Patient Groups?

  • Only Team Members with the Patient Management permissions can create, edit, or delete Patient Groups
  • Team Members can view or be assigned to groups based on their Role permissions

Next step: ➡️ See Assigning Patients to a Patient Group for the three ways patients end up in a group.