| To: | WRS Health Users |
|---|---|
| From: | WRS Development Team |
| Date: | 06/11/2024 |
| Re: | Group Appointments |
Items in this Release
- Group Creation and Management
- Scheduling Group Appointments
As part of our ongoing commitment to provide innovative solutions that meet the needs of your practice and improve the care you deliver to your patients, we are excited to announce the release of new features within our system that significantly enhance the management and scheduling of group appointments.
These enhancements are designed to minimize administrative overhead and improve the overall workflow, allowing your team to spend more time on patient care and less on routine tasks.
Group Management
Group Creation
Facilitating group visits is now easier with our enhanced group management capabilities. Below is a step-by-step guide to help you efficiently create and manage patient groups:
1. Go to the Patients tab and select Patient Groups.
2. Click Create New Group at the upper right corner of the interface.
3. Enter a descriptive group name and an optional group description (e.g., “IOP Therapy” or “Monthly Diabetes Workshop”).
4. Confirm your details and click Submit to create the group.
Adding Patients to Groups
Adding patients to groups is intuitive and efficient, ensuring you can manage group memberships quickly. Here’s how you can add patients to your groups:
1. Locate and select the group you wish to edit by accessing the Patient Groups section under the Patients tab.
2. Click Add Patients. In the pop-up window, enter the necessary details such as the patient’s name or date of birth, and then click Search to proceed.
3. From the displayed search results, choose the patient you wish to add by clicking ADD. If you need to add more patients, select ADD & SEARCH ADDITIONAL PATIENTS to continue without interruption.
Patients can be part of several groups. This flexibility allows you to categorize patients into various groups based on their needs and your practice’s requirements.
Archiving or Deleting Patient Groups
If a patient no longer needs to be in a group, you can choose to archive their record for potential future re-addition. Alternatively, you can delete the patient from the group if they are no longer relevant to the group’s purpose.
Important Note: If a patient is removed from a group, any group appointments that were previously scheduled for them must be manually canceled through the patient’s Appointment Search page.
Group Appointments
Appointment Scheduling Workflow & Additions
On the New Appointment screen, Patient Group has been added to the Patient Search box. We have also introduced a new default appointment type titled Group Appointment.
To schedule a group appointment, do the following:
1. Search for a patient group by entering the name in the Search Groups/Patients box.
2. Ensure the appointment type is set to Group Appointment to schedule the meeting as a group session.
Today’s Appointment and Appointment View
Group appointments will be displayed on the Today’s Appointment List and on the Appointment View page.
Hovering over a group name will display the names of all patients in that group.
To learn more about the Group Appointment functionality and read the detailed steps, view the Group Appointment User Guide.
If you would like more information, please contact your account manager.
Contact Your Account Manager