16. Groups and Programs

Groups (sometimes called Programs) let you bundle patient care units together under a shared label — for example an ICU Care Team rolling up several step-down units, or a Surgical Program covering every OR and recovery room. Groups show up as filter options on the dashboard and on many reports, so you can track compliance for a program of care rather than a single unit.

To open the Groups list, go to Account | Groups & Programs.

16.1. Group List

16.1.1. Stat Chips

Cards across the top give you an instant rollup:

Groups — the total number of groups on the account.
Unit Assignments — the total number of unit-to-group links across all groups. A single unit that belongs to three groups counts as three assignments.
Unique Units — how many distinct units appear in at least one group.
Avg per Group — the average number of units per group.

16.1.3. Filtering

Search groups… — matches text in the group name.
All Accounts — scope to a single account.
All Short Codes — filter by the group’s short code abbreviation.
All Types — filter by the internal type label (Group, Program, …).
All Units — show only groups that contain a particular unit.
Expand-all / Collapse-all — expand or collapse every Units column so you can see all assigned units at once, or collapse long lists back to a summary count.
Refresh — reload the list.

16.1.4. Row Columns

Rows group by facility. Each row shows:

Active — a green Active badge when the group is in use, grey when disabled. Display-only — to change the active state, open the Group Editor and toggle Active.
Name — the group name.
Short Code — a short abbreviation used in reports and dashboards (e.g. ICU, T6).
Count — the number of units assigned to the group.
Units — unit chips for each member; long lists collapse to +N more. Click +N more to expand the full list, or less to collapse it again.
Color — the color swatch used to tint the group on dashboard charts.
Type — the internal type classification.

16.1.6. Bulk Selection

Tick one or more checkboxes to reveal the bulk-selection bar, then Delete Selected to remove several groups at once. Click the x to clear the selection.

16.2. New Group Quick-Create

The New Group button on the page header opens a compact modal for creating a group in one step.

Group Name — a human-readable label, e.g. ICU Care Team.
Short Code — a short identifier (up to 12 characters) automatically upper-cased as you type. Used on reports and on dashboards that need a compact label.
Color — pick a color with the swatch or paste a hex value. Used to tint the group’s charts.
Units — type a unit name and press Enter (or a comma) to add it as a chip. Click a chip to remove it.

Click Save Group to create the group, or Cancel to discard.

16.3. Group Editor

Choosing Edit from a row’s action menu opens the full editor, which includes everything in the quick-create modal plus an Active toggle and a dedicated Members tab.

16.3.1. General Tab

Active — toggle the group on or off without deleting it. Inactive groups are ignored by dashboards, reports, and filter pickers.
Group Name — the display label.
Short Code — a short identifier (up to 3 characters in the full editor).
Color — pick a color with the swatch or paste a hex value.

16.3.2. Members Tab

Manage which units belong to this group.

Add Unit — pick a unit from the dropdown and click Add. The dropdown lists every unit not already in the group.
Assigned Units — the chips show every unit currently in the group. Click a chip to remove the unit from the group.
Total Members — a live count of the units currently assigned.

Click Submit to save the changes or Cancel to go back without saving.