MySOZO Clinician
Patient Groups
Quick Downloads
1
View Groups
- Sign into MySOZO as a clinician
- Select “Groups” on the sidebar
Please Note: Groups are set up by a MySOZO Administrator.
2
Edit Group Members
- Select a group to view members
- Select “Edit Members”
3
Add or Remove Patient
Add
- From the “Patients” list select a patient to add in the group
- Select “Add”
Remove
- From the group list select a patient to remove from that group
- Select “Remove”
4
Assign Patient to a Group (New)
- From the Create Patient profile, select the Group for the patient. Note: More than one Group may be selected for each patient
- Select “Create”
5
Assign Patient to a Group (Existing)
- From the patient Profile, select the Group for the patient.
Note: More than one Group may be selected for each patient - Select “Save”
6
Export Data by Group
- See all patients in the clinic by searching with an empty field
- Filter the patient list by group or groups
- From the toolbar select “Export”
- On the “Export Settings” pop-over make selections
- Select “Export”