Introduction
This guide explains how to manage data groups within the system. Data groups allow you to define what specific information is requested from the patient or user during various processes (online booking, reception booking, patient arrival). Proper configuration ensures administration efficiency and data completeness.
Editing Data Groups
To manage data groups, navigate to Patient handling, then select the Data groups submenu.
By default, the system includes a "Basic data group" assigned to all examinations. To edit this, click the Edit button at the end of the row.
Structure and Columns
The editing interface displays a table where rows represent data fields (e.g., Name, Birth Date, Social Security Number), and columns represent different operational areas. You can control data requests by checking the boxes.
The three main columns are defined as follows:
Patient (Online Booking):
Data checked here will be requested when a patient books an appointment themselves via the online interface.
Example: Checking birth date and SSN means these details will be mandatory during online booking.
Reception (Admin Interface):
This column defines what data is requested when a receptionist or administrator creates a booking internally.
Recommendation: Keep requirements minimal here to ensure creating bookings over the phone or in person is as fast as possible.
Arrival (Patient Check-in):
This defines the data required when the patient arrives for their appointment (check-in process).
Recommendation: It is recommended to check all relevant data fields here to ensure the patient file is complete before care begins.
Saving Settings
After making changes (e.g., enabling SSN request for online booking), click the Save button at the bottom of the form. The system will apply the new rules immediately.
Tips
Tip: Checkboxes marked in grey indicate mandatory fields. These cannot be disabled as they are essential for the system's basic operation.
Tip: While there is one shared data group by default, you can create different data groups for specific examinations if certain specialties require unique data sets.
Summary
Data groups control mandatory data inputs for booking and arrival processes.
Rules can be set for three distinct interfaces: Patient (online), Reception (internal), and Arrival.
It is advisable to minimize required data for the Reception interface to speed up the process.
For Arrival, requesting the full set of data is recommended.
FAQ
Can I set different data request rules for each examination?
Can I set different data request rules for each examination?
Yes, although the system uses a "Basic data group" by default for everything, you can create new data groups and assign them to specific examinations to allow for custom settings.
Why can't I uncheck certain boxes?
Why can't I uncheck certain boxes?
Fields with a grey background and a checkmark are critical for the system's operation (e.g., name, contact details), so requesting them cannot be disabled.
When do changes take effect after saving?
When do changes take effect after saving?
Settings take effect immediately after clicking Save for all examinations assigned to that specific data group.