This guide explains how to create item subgroups in your Catalogue to organise and categorise your items. Item subgroups allow you to group various items into categories, including creating subgroups within other subgroups for detailed organisation.
You will learn how to add item subgroups, select relevant item types, assign them to parent groups, and manage their associated settings. Subgroups can be fully customised, or you can choose not to use them.
Item subgroups can, for example, be used for Organising reports, Filtering items or Streamlining consultations to narrow your search.
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Go to Catalogue > Catalogue management > Item subgroups.
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Select Add.
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Add a Title for the subgroup.
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Select the Item type for the subgroup: Procedure, Medicine, Supply, Food, Laboratory analysis, or Laboratory Analysis Panel. Only items of the selected type can be added to the subgroup.
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If you are adding a subgroup to another subgroup, select the Parent group. If you do not select anything, the subgroup is added as a first-level subgroup to the master item list.
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You can add an Account number used for the subgroup.
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Depending on the clinic location settings, the Performed by required checkbox may be available. If you select this checkbox, 'performed by' is required when an item from this subgroup is added to a consultation.
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For laboratory item subgroups, you can select Show this group's analyses in their own tables in printouts if you want the items to be shown within their own tables on invoice printouts.
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Select Save.
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Go to Catalogue > Items and add a new item or open the item you want to add to a subgroup.
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On the General tab under Item options, select a subgroup for the item from the Item subgroup drop-down list. The subgroups of other subgroups are shown with a slash between the parent subgroup and subgroup.
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Select Save.
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