MySOZO Clinician
Patient Groups

Quick Downloads

*Applies to Software Version 4.0

1

View Groups

  1. Sign into MySOZO as a clinician
  2. Select “Groups” on the sidebar

Please Note: Groups are set up by a MySOZO Administrator.

ImpediMed MySOZO Patient Groups Step 1

2

Edit Group Members

  1. Select a group to view members
  2. Select “Edit Members

ImpediMed MySOZO Patient Groups Step 2

3

Add or Remove Patient

Add

  1. From the “Patients” list select a patient to add in the group
  2. Select “Add

Remove

  1. From the group list select a patient to remove from that group
  2. Select “Remove

ImpediMed MySOZO Patient Groups Step 4

4

Assign Patient to a Group (Create)

  1. From toolbar select “Add New
  2. Fill in the required fields and on the
    Groups” section select one or more
    groups to add the patient
  3. Select “Create

ImpediMed MySOZO Patient Groups Step 4

5

Assign Patient to a Group (Profile)

  1. From Patient Dashboard select “Profile
  2. On the “Groups” section select one or more groups to add the patient
  3. Select “Save

ImpediMed MySOZO Patient Groups Step 5

6

Export Data by Group

  1. See all patients in the clinic by searching with an empty field
  2. Filter the patient list by group or groups
  3. From the toolbar select “Export
  4. On the “Export Settings” pop-over make selections
  5. Select “Export

ImpediMed MySOZO Patient Groups Step 6

Quick Downloads