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Setting Up a Patient Group

Set up a Patient Group to control what Patients see and which Team Members they can book with.

Creating a Patient Group is the first step to delivering a personalised experience in the Wellifiy platform. Each group allows you to define which team members are involved, what features are available, and which crisis services appear for patients.

🌀 Want to Save Time? Use Clone

If you're creating a group that is similar to one that already exists, the Clone Group function lets you duplicate the entire configuration—including clinicians, crisis services, and app features—with one click.

To clone a group:

  1. Go to Patient Management → Patient Groups

  2. Find the group you want to base the new one on

  3. Click the ••• menu and select Clone Group

  4. Enter a new group name and click Save

✅ You can then edit any part of the cloned group to make changes specific to the new audience.

✅ Creating a New Group from Scratch

  1. Go to Patient Management → Patient Groups

  2. Click the + New button (top right)

  3. In the New Patient Group screen, fill out the following sections:

🧾 Basic Info

  • Group Name – Required field for internal reference

  • Require Approval – Toggle ON if patients signing up with an access code must be manually approved before their account can be activated

🆔 Access Code

  • Automatically generated upon creation

  • Used in the Self-Sign-Up process (see Patient Activation Flows article)

🛟 Crisis Services

Crisis Services assigned to a group will be shown in the patient app

To add or manage:

  1. Click into the Crisis Services section

  2. Click Edit

  3. Select one or more services from the available list

  4. Click Save

👩‍⚕️ Assigning Team Members

Team Members added to a group will:

  • Be able to view and support patients in that group

  • Appear in the app’s Bookable Providers List for that group’s patients, if they have enabled profile visibility

To manage Team Members:

  1. In the Team Members section, click Edit

  2. Use the checkboxes to add or remove team members

  3. Click Save

📱 Configuring the App Experience

Each group has a section called Default Mobile App Configuration, where you define which features and tools are made available to patients in the mobile app.

This configuration:

  • Applies to any new patients added to the group from that point onward

  • Will only turn ON new features — it does not turn off any features that were already enabled for existing patients

For example:

  • If a patient already had access to the Safety Plan, and the group config does not have that toggle on, it will remain available to that patient

  • If you later toggle CBT Thought Record ON in the group config, that will be added to all newly created patient profiles in that group

To configure:

  1. Scroll to Default Mobile App Configuration

  2. Toggle ON the tools and features this group should have access to:

    • Assessments

    • Safety Plan

    • Wellbeing Plan

    • CBT Thought Record

    • Content Modules (Watch, Listen, Boost, Sleep)

⚠️ Group config does not override or remove features already enabled at the patient level—it only adds.