- Navigate to 'Organisational view' by clicking on ‘Organisation’ in the left-hand menu to display all of your patients within a single organisation.
- Edit organisation status: Each organisation has its own set of statuses. Each status corresponds to the potential status of patients within the organisation. Click on the context menu in the top right-hand corner to open options for editing organisational statuses. Click ‘edit organisational status’ to view the available options.
- Current statuses: Permanent statuses are visible, with the option to add more. To add a new status, enter the name into the textbox and select the blue + sign.
- New status: Once a new status has been added, click the green tick to confirm it.
- Status colour coding: Once set, a status can be colour-coded for easy identification. To colour code a status, click the grey – sign and scroll through the colours to select the one you want.
- Deleting organisational fields: You can delete existing organisational fields by clicking the red trash can icon. However, please note that this will affect all patients who are currently assigned that status.
How to edit organisational fields
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