Introduction

The system allows for the creation of custom data groups, which determine what information is collected from patients at different stages of the process. This feature ensures that all necessary data is available during patient care.

Data groups allow you to control which data fields are mandatory or optional during booking, arrival, or when recorded by the receptionist. Customized data groups enable more flexible data management for various examination types or protocols.

This article guides you through creating a new data group, adding custom data fields (such as body weight), and modifying existing settings.

Adding and Configuring a New Data Group

To manage data groups, follow these steps:

Navigate to the Patient Handling menu and select the Data Group tab.
Click the Add new data group button.
In the pop-up window, enter the name of the new group in the top field (e.g., Custom Data Group).

Configuring Data Fields

The table displays the available data fields. Custom data previously created in the system (e.g., body weight) will also appear in this list. Use the checkboxes in the following columns to configure settings:

Patient: If selected, the patient must provide this data during online booking.
Receptionist: Fields visible to the receptionist.
Arrival: Requests appearing on the arrival interface (kiosk or tablet).

Saving and Editing

Click the Save button to finalize your settings.
After saving, the new data group will appear in the list.
Created groups can be edited at any time using the Edit button at the end of the row, or removed using the Delete button.

Tips

Tip: The default (Basic) data group cannot be deleted from the system, but it can be edited to meet basic requirements.

Tip: Making a field (e.g., body weight) mandatory on the patient side ensures the information is entered into the system before the visit

Tip: Carefully check the checkboxes before saving to ensure data is requested at the correct phase.

Summary

New data groups can be created within the Patient Handling menu.
You can control which data is active for the Patient, Receptionist, or during Arrival.
Custom data (e.g., body weight) can be integrated into data groups.
Custom-created groups can be deleted, while the default group can only be edited.

FAQ

Can I delete the default data group?

No, the default (Basic) data group cannot be deleted as it ensures the system's basic functionality, but the settings of the fields within it can be modified.