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Patient Group Management

How to manage your patient groups in Dr.Bill

Cassidy Tonkin avatar
Written by Cassidy Tonkin
Updated over a week ago

Patient groups allow you to organize select patients in ways that make sense to you. Perhaps it's to bring together the patients you'll see on an upcoming shift, or maybe patients you regularly see at a certain location.

With Patient Groups, you can create a list of patients, share them with colleagues and even submit claims on a patient group, ultimately saving you time with billing.

Creating a Group

On the web, click on Groups in the navigation bar on the top-left. Select the option for "New Group" on the right hand side of your screen, and enter a name you'd like:

Hit "Create Group" and that's it! Your group will sync to your mobile application as well.

You can also create a group from your mobile application by selecting "Patient Groups" from your home Dashboard and selecting the "+". This is located in the top right hand corner for iOS, and the bottom right hand corner for Android:

Adding Patients to Groups

On the mobile app, you can add patients to groups by swiping left over the patient's name – this will give you the option to add that patient to one of your existing Groups.

On the web, go to Groups in the search bar on the top-left & you can search your list of patients and add them to the group from there.

Removing Patients

On the page for the group, a "Remove" button is present on the right side of the screen.

On the iOS app

On the screen for the group, swipe left on a patient. A "Remove" button will appear.

On the Android app

On the screen for the group, tap and hold on a patient. A popup will appear with a "Remove" button.

Sharing your Groups

You can share your patient groups with your colleagues is helpful if your colleagues are rounding on the same patients. Some use cases for this include Methadone Clinics, Lab Test billings, Group Psychology and ECG / Cardiology.

Sharing groups can be done via both the mobile app, and on the web application.

On the web, navigate to the Groups tab, and select the desired group. Once you're in the Group you'd like to share select "Share with Colleague". Here you will be given the option to enter an email, access code and message along with it. Send the invitation and your colleague can now accept this Group.

Your colleague will receive a message like this:

You can also share patient groups via Mobile following similar instructions. Navigate to the Group in question, and select the Share icon in the top right hand corner:

Submitting Group Claims

Once a group has been created, you can use this patient group to submit claims in bulk to save you time. Please note that when creating a group claim, the Billing Code and Diagnostic Code being submitted will be the same for all patients. This feature may not apply to you and your specific billing needs at this time.

To submit a claim for a Group of patients, navigate to the claims tab and create a new claim. When selecting your Patient information, choose the "Group" option, and enter your Group Name:


Here you can select your Date(s) of service and continue to enter a Billing Code and Diagnostic Code, followed by any remaining claim details.

We hope you enjoy our Patient Group feature, and if you have questions, please reach out to our team at support@dr-bill.ca.

Happy Billing!

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