Patient group configuration

You can manage and configure patient groups by adding, editing, duplicating, or deleting group records. The interface also allows you to manage group membership and export patient lists.

Adding a patient group

  1. On the Infor Population Health Analytics web interface, open the left navigation panel.
  2. Select Patient Group.
  3. Click Add.
  4. Specify this information:
    Group Id

    Specify the group ID. When extracting data from FHIR stores, the group ID must match the actual Group Resource ID to correctly identify the group of patients whose data needs to be extracted. In other cases, the group ID is still required but may be any value.

    Name

    Specify a name for the patient group.

    Description

    Optionally, specify a patient group description.

  5. Click Save.

Uploading a CSV file to create a new patient group

The CSV import only creates new groups and doesn't merge or update existing patient groups.

The first column in the CSV file serves as the Patient ID, and the import process removes duplicate entries.

  1. On Infor Population Health Analytics, open the left navigation panel.
  2. Click Patient Group.
  3. Add a patient group.
  4. On the Add Patient Group form, specify this information:
    Group Id

    Specify the group ID.

    Name

    Specify a name for the patient group.

    Description

    Optionally, provide a patient group description.

  5. In the Patients field, click the folder icon.
  6. Select a CSV file that contains patient IDs.
  7. Click Open.
  8. Click Save.

Editing a patient group

  1. On the Infor Population Health Analytics web interface, open the left navigation panel.
  2. Select Patient Group.
  3. Select a patient group to modify.
  4. Click Edit.
  5. Modify the Name and Description of the patient group.
  6. Click Save.

Duplicating a patient group

  1. On the Infor Population Health Analytics web interface, open the left navigation panel.
  2. Select Patient Group.
  3. Select a patient group from the list.
  4. Click Duplicate.
  5. Specify a new Group Id.
  6. Modify the Name and Description.
  7. Click Save.

Deleting a patient group

  1. On the Infor Population Health Analytics web interface, open the left navigation panel.
  2. Select Patient Group.
  3. Select a patient group.
  4. Click Delete.
  5. Specify delete.
  6. Click Ok.

Showing deleted patient groups

  1. On the Infor Population Health Analytics web interface, open the left navigation panel.
  2. Select Patient Group.
  3. Click the ellipsis dedicated to the table for patient groups.
  4. Click Show Deleted Patient Groups.

Restoring a deleted patient group

  1. On the Infor Population Health Analytics web interface, open the left navigation panel.
  2. Select Patient Group.
  3. To restore a deleted patient group from the Patient Group table:
    1. Click the ellipsis for the Patient Group table.
    2. Click Show Deleted Patient Groups.
    3. Select a deleted patient group.
    4. Click Duplicate.
    5. Click Save.
  4. To restore a deleted patient group from the History tab:
    1. Select an existing patient group to modify.
    2. Click the History tab.
    3. Select a deleted patient group.
    4. Click Duplicate.
    5. Click Save.

Exporting patient groups

  1. On the Infor Population Health Analytics web interface, open the left navigation panel.
  2. Select Patient Group.
  3. Click the ellipsis dedicated to the table for patient group.
  4. Click Export to CSV to download the data in CSV format, or click Export to Excel to download the data in Excel format.

Removing a patient group member

  1. On the Infor Population Health Analytics web interface, open the left navigation panel.
  2. Select Patient Group.
  3. Select a patient group to modify.
  4. On the Patients tab, select one or more patient group member.
  5. Click Delete.
  6. Specify delete.
  7. Click Ok.

Exporting patient group members

  1. On the Infor Population Health Analytics web interface, open the left navigation panel.
  2. Select Patient Group.
  3. Select a patient group.
  4. On the Patients tab, click the ellipsis.
  5. Click Export to CSV to download the patient list in CSV format, or click Export to Excel to download the patient list in Excel format.