Administrators can now easily create groups and/or assign eForms based on the information entered on a profile. This filter is made to automatically update a group or assign an eForm without having to go back to do all these actions manually. Below are the steps on how to do both in creating groups and assigning eFor.

Groups

1. Click Add under the Groups section.

2. Enter the Group name and select Filtered Profile (Smart Group) under Profile Selection.

3. Double click on Shared Profile. 


4. On this example, I will use Medical Data > Conditions > has Allergies (anaphylactic).

5. Choose your preferred group colour.

6. When you click Save, it will prompt you how many profiles will be added on the group. 

eForms

1. Click on Add under the eForm section.

2. Select how you want to start with your eForm.

3. Under Profile Selection, choose Filtered Profiles (Smart Group) and double click on Shared Profile.

4. On this example, I will use Medical Data > Conditions > has Allergies (anaphylactic).

5. When you click it will prompt you how many profiles will be assigned to the eForm. 


NOTES

  • You can select as many of the options available on this filter. Note that you must tick the Profiles must have ALL these tags box if needed. 
  • The group list and eForm recipients will be updated automatically. 
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