Subgroup List

Use the Subgroup List tool to display all the records that fit the subgroup criteria you specify. This feature is useful for previewing the patients that will be included in an actual subgroup job, such as printing a form or posting a miscellaneous charge subgroup.

1. Open Subgroup List Window - ViewPoint shortcut menu > Actions > Subgroup List. (Or, press Alt+A on your keyboard to open the Actions menu options.)

   

2. Select the Subgroup - Choose an existing subgroup to use, or create a new subgroup for this list. See "Create & Manage Subgroups" for details. Then, click Ok to continue.

   

3. Use the List - You can keep the Subgroup List window open while doing other things in ViewPoint, open a patient folder directly from the list, as well as choose different criteria, print, and refresh the list.

   

   Open a Patient Folder - Click a patient name in the list to open that patient folder.

   Print - When you use the Print button at the bottom of the Subgroup List window, the Patient Name and Status List is generated for you, using the currently selected subgroup criteria. See "Patient Name & Status List" for details.

   New - Click New, then select different criteria for the list.

   Refresh - :If you have made changes to patient data since you opened the subgroup list, click Refresh to obtain the most recent list of records that fit your subgroup criteria.

4. Exit - Click Close to exit the Subgroup List window.

More Information

Miscellaneous Charge Subgroup and the Subgroup List - The results of the Subgroup List tool may be somewhat different from the results of the Miscellaneous Charge Subgroup Entry tool, even if you use identical subgroup criteria for both lists. This is because the Miscellaneous Charge Subgroup Entry tool imposes an additional restriction that is not available for the Subgroup List: In addition to satisfying the subgroup criteria you select, the Miscellaneous Charge Subgroup Entry tool requires that the responsible party have contract with a phase that matches the patient’s current phase. In contrast, the Subgroup List feature includes a responsible party that satisfies your subgroup criteria, regardless of whether the party has a contract for the patient's current phase. See "Miscellaneous Charge Subgroup Entry" for more information.