Creating Groups
Groups can be beneficial to both sending and receiving offices, as it enables a sending office to select a practice focused on a specialty when the sending office isn't sure of the exact provider to refer a patient to. It also offers peace of mind to the sending office, as the patient is more likely to be seen sooner given the receiving office can choose to schedule the patient with any of the providers in the group.
To Create a Group:
- Sign in to your Client Admin account.
- Click Manage Groups.
- At the top right corner of the page, click Add New Group.
- Complete all of the information in the Basic Profile Information section.
- Be as descriptive as possible when creating a Name. This Group Name will display to all other people using par8o, so use names that will be recognizable to another office or patient as opposed to internal names or acronyms.
- Languages can include all spoken languages by all providers within the group.
-
- In the Specialties group, you'll see either one or two fields. If you see two fields, one will be named specifically for your provider network or health system. The other is named Default - par8o's default specialty list. If your organization uses a customized specialty list, you will see the second field as well. You should choose appropriate specialties from both lists whenever possible to ensure your new group appears as a match for appropriate referrals.
- In the Offices section, begin typing to find the street address (location) you want to add the group to. You may add as many office locations to a group profile as needed.
Note: You must have created an office location before a location will appear in the type-ahead search results. - Click Save Changes.
