---
title: How to add Patient Categories
description: 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.
---

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December 23, 2025

# 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**

1. Go to **Control Panel → EMR Settings → Patient Categories**
2. Click **+ Add**
3. Configure the following fields:
   
     - **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
4. Click **Submit**

---

### 📋 What Happens After Creation

Once saved, the patient category:

- Appears in the **Patient Categories list**, which functions like a report
- Supports:
  
    - Search-as-you-type
    - Print (PDF)
    - Export (Excel)
    - Edit / Delete
- Becomes available in the **Patient Registration drop-down** for the front desk

---

### 💡 Tips & Best Practices

- Keep category names **short and unambiguous**
- Use the **Details** field to note inclusion rules  
  *(e.g., “Employees of Company X”)*
- Review categories periodically
- Deactivate or delete outdated categories to keep the list clean

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