How to add Patient Categories
Patient Categories allow clinics to create labels (segments) that can be assigned to patients during registration. These categories help the front desk classify patients and later filter, search, and report on patient groups.
📍 Where Patient Categories Can Be Created
Patient Categories can be created in two ways:
A. From the Patient File
Categories can be added inline during patient registration or while editing a patient profile.
For this flow, refer to the Patient Registration Knowledge Base article.
B. From the Control Panel (Recommended for Setup)
This is the recommended approach for initial setup and ongoing management.
Navigation
Control Panel → EMR Settings → Patient Categories
➕ How to Create a Patient Category
Steps
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Go to Control Panel → EMR Settings → Patient Categories
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Click + Add
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Configure the following fields:
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Branches
Select one or multiple branches (multi-select) -
Name
Category label (e.g., Corporate A, VIP, Campaign – Q4) -
Details (Optional)
Short description or inclusion criteria
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Click Submit
📋 What Happens After Creation
Once saved, the patient category:
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Appears in the Patient Categories list, which functions like a report
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Supports:
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Search-as-you-type
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Print (PDF)
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Export (Excel)
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Edit / Delete
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Becomes available in the Patient Registration drop-down for the front desk
💡 Tips & Best Practices
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Keep category names short and unambiguous
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Use the Details field to note inclusion rules
(e.g., “Employees of Company X”) -
Review categories periodically
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Deactivate or delete outdated categories to keep the list clean