Dentaltap User Manual
  • About User Manual ๐Ÿ–
  • Getting started
    • โžก๏ธSign up
    • ๐Ÿ1-2-3 Workflow
  • Calendar
    • ๐Ÿ“…Overview
    • ๐Ÿ—“๏ธAppointments
    • โฒ๏ธTime Slots
    • ๐Ÿ“Simple Notes
    • โฐWaiting List
    • โœ…Tasks List
  • Patients
    • ๐Ÿ‘ฑโ€โ™€๏ธProfiles
    • ๐Ÿ“‡Groups
    • ๐ŸŒŸDiscounts
    • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆFamily
    • โ˜‚๏ธInsurances
    • โœ…Tasks
    • โ‰๏ธQuestionnaire
    • ๐Ÿ“ƒDocuments
    • ๐Ÿ“‚Storage
  • Treatments
    • ๐ŸฆทOverview
    • ๐ŸฉธDiagnoses (ICD-10)
    • ๐Ÿ“‹Procedures
    • ๐Ÿ“˜Estimate Plans
    • ๐Ÿ—’๏ธClinical Notes
    • โญ•Perio Chart
  • Billing
    • ๐Ÿ“‘Invoices
    • ๐Ÿ’ตPayments
    • ๐Ÿ’ฐBalance
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  1. Patients

Groups

PreviousProfilesNextDiscounts

Last updated 3 years ago

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Patient Groups are located under the Profile section. You can use patient groups to segment profiles by some specific parameter, which could be useful especially for marketing/analytics purposes, for example, when sending an email newsletter to some segment of patients.

Also, you can configure groups that are visible in the main calendar (color + icon)

Create/Edit Groups

Click on the Select Groups button to edit existing patient groups. In the opened window, Select/unselect checkboxes for active/inactive groups, and click on the Save Groups button.

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Dentaltap - Patients Groups Focus
Dentaltap - Select Patients Groups