Patient Groups

Updated: 06/08/2026 | Views: 2822

Patient Groups allow you to send bulk email messages to all of your patients or to a specific group of patients. Your Tebra account includes a list of preset Patient Groups and also provides the flexibility for you to create and edit custom groups to meet the needs of your patients and practice. When using a message template, a patient group message can be sent on-demand or scheduled for future delivery on a day and time that you choose. All preset and custom Patient Groups are accessible to every user in your practice.

Important Note: Messages to Patient Groups are sent by non-secure email, which is not a HIPAA-compliant channel to share confidential patient information.

You always navigate to the Messages window to create, edit or delete a patient group.

Navigate to Patient Groups

  1. Navigate to Messages. The Messages window also known as the Message Center opens.
    Tip: For faster navigation, click Messages under the Navigation pane Shortcuts menu or press Shift+F12 on the keyboard.
  2. Click Patient Groups under the Manage menu options. The Patient Groups list displays.
 Desktop App (PM) Messages window, Message Center highlighting the Patient Groups menu option and showing the list of groups.

New Patient Group

  1. Navigate to Patient Groups then click New Patient Group. The New Patient Group details display.
  2. Enter the information.
    • Group Name: For internal reference. This name only displays in the Patient Groups list.
    • Add Patient from record: Begin typing a patient's name and select from the drop-down results to add the patient to the group. Continue to add patients to the list as necessary.
      • To remove a patient from the list, click the trash can icon.
  3. When finished, click Create. The new group displays in the Patient Groups list.
 Desktop App (PM) Messages window, Message Center showing the New Patient Group option, highlighting the information to enter and the Create button when finished.

Edit Patient Group

  1. Navigate to Patient Groups then click on the specific group to edit. The Edit Patient Group details display.
    Note: Preset patient groups can only be viewed and not edited.
  2. Make the necessary changes.
  3. When finished, click Update. The updated group displays in the Patient Groups list.
 Desktop App (PM) Messages window, Message Center showing the Edit Patient Group option, highlighting the information to review and edit, and the Update button when finished.

Delete Patient Group

  1. Navigate to Patient Groups then click on the specific group to delete. The Edit Patient Group details display.
    Note: Preset patient groups can only be viewed and not deleted.
  2. Click Delete Group. The Delete Patient Group confirmation pop-up appears.
  3. Click Delete to confirm the deletion which cannot be undone. The group is deleted from the Patient Groups list.

    4.  
Desktop App (PM) Messages window, Message Center showing the Delete Patient Group option, highlighting the Delete Group button used to prompt the confirmation pop-up and the Delete button to confirm.