Groups Overview
Groups are used to organize detailed records into broader, more meaningful categories.
They are most commonly used to group locations, payers, providers, and services to simplify the configuration of booking rules.
Why Groups Matter
Some data can be highly detailed and fragmented. Groups allow you to simplify targeting for booking rules. Without groups, booking rules can be difficult to build due to the number of individual records.
How Groups Work
Groups act as a parent category for more detailed records. For example:
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All providers who work weekends → grouped under Weekend Providers
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Multiple BCBS plans → grouped under Blue Cross Blue Shield
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Self-pay entries → grouped under Self Pay
Each group contains one or more individual payers.
Best Practices
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Use groups to simplify complex payer lists
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Align group names with how your team thinks about categories (e.g., Medicare vs Commercial)
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Avoid over-segmentation — groups should make booking rules easier, not more complex