Set up

Peer Groups

Peer groups are a way to organize your patients and tailor their experience. You can then set certain intake flows, forms, appointment types, and course modules to be only visible to certain peer groups.

For example, you can create peer groups for different patient conditions (e.g. diabetes vs. hypertension) and only show the diabetes-related appointments, forms, etc. to the patients in the diabetes peer group. Or you can create peer groups for patients with different care level types and show content accordingly.

For more details, check out our API documentation on peer groups.


Create a peer group (EMR)

To create a peer group:

  • Go to the EMR (e.g. emr.avonhealth.com)
  • Click on the hamburger menu on the top left corner > Settings > Peer Groups
  • Click “Create a peer group”
  • Fill out the requisite information:
    • Name: Name of the peer group.
  • All information set is autosaved so click “Finish”

Edit or delete peer groups (EMR)

To edit or delete peer groups:

  • Go to the EMR (e.g. emr.avonhealth.com)
  • Click on the hamburger menu on the top left corner > Settings > Peer Groups
  • Click on the peer group card that you want to edit/delete
  • If you want to edit, modify details of the peer group as desired and click “Finish”
  • If you want to delete, click the “Delete” button in the lower right-hand corner
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