Create & Manage Subgroups

Your subgroup criteria determines which records ViewPoint will include or exclude in your search. You may choose to subgroup by any combination of data fields, and save the criteria in a template to be used again and again.  Or, you may select temporary subgroup criteria to use for a single print job.

How to Get Here

1. Go to the ViewPoint subgroup feature.  You automatically go to the subgroup feature when you generate a report or form for a Subgroup.  Or, you may click Tools & Utilities then Subgroup Design from the ViewPoint main menu.

2. Double-click a subgroup template name in the box at the left, or click New from the subgroup toolbar to select new subgroup criteria.

    

    

   

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3. Define the subgroup criteria by selecting the fields to include or exclude.

    

    

   

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   • Review the existing template summary, if available.

   • Add criteria to your subgroup.

   • Edit subgroup criteria.

   • Use Advanced properties to rearrange the order and importance of your subgroup criteria.

   • Click Save to permanently save the changes you have made to the subgroup template.  You can instead click Temporary to save the changes for the current print job only.

4. Enable / disable report header - Enable the option to include the subgroup criteria in the header of a report that you generate with this subgroup. If this option is disabled, the report header will include the subgroup name, but not specify the criteria.

    

   

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5. Other options:

• Select the subgroup template to work with.

• Create a New subgroup template to use now, or to save for future use.

• Modify the Properties of an existing template. You may instead double-click or right-click on the template name to access the properties settings. You may then modify the template as needed.

• Cutand paste a subgroup template from one folder to another.

• Copy a template to a new name.

• Delete a subgroup template.

• Print the criteria of a template

• Audit the selected subgroup template.

• To create a subgroup for a single report or form print job, use Properties to modify an existing template, but specify it as [Temporary].

Notice!

• The ViewPoint subgroup feature attempts to be inclusive then evaluating data.  For example, when generating a report, you choose to subgroup by Responsible Party Last Name: SmithANDResponsible Party First Name: John.When evaluating records, the ViewPoint subgroup feature will first try to do an inclusive get of the data.  In this instance, you  would  get patients with a responsible party whose name is John Smith.

• As you add and edit criteria, the parameters available to you will depend upon the type of data field you have chosen.  For example, if you choose to subgroup by a Date field, ViewPoint will ask you for the date(s) to include or exclude from your report or form.

• The subgroup option, "Tx Findings All Phases" allows you to search all patient findings, regardless of your patients' current Phase of treatment. By contrast the "Tx Findings" subgroup option searches only the findings for your patients' current treatment phase.

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