Custom Fields and User Groups make it easy to manage your organization with Medbridge. They empower you to track the information you need and automate your processes.
In this article, we'll explain what Custom Fields and User Groups are and how to get started with them.
What are Custom Fields?
Custom Fields allow you to add novel data points to your user’s accounts according to your organization’s specific attributes. You can use these values to tailor your organization’s approach to distributing training and tracking activity. You can create and update Custom Fields individually or in bulk. Common examples of Custom Fields include:
- State
- Job Title
- Department
- Employment Type
What are User Groups?
User Groups allow you to automatically assign Knowledge Tracks or Roles to your users, making it easy to get them the training or Medbridge access they need.
User Groups are created by creating rules based on your users' data. You can choose to include or exclude users based on factors like Job Title, Discipline, and Plan Type. Common examples of User Groups include:
- Non-Clinical Staff (e.g., Job Title is not PT or OT or SLP)
- HEP Users (e.g., Plan Type is not Education Essentials)
- Florida PT Staff (e.g., State is FL and Job Title is PT)
- Rehab Nurse Compliance (e.g., Department is Rehab and Job Title is RN)
- Full-Time Occupational Therapy (Employment Type = FT and Job Title = OT or OTA)
Creating Custom Fields and User Groups
You can access Custom Fields and User Groups from the People page. Hover over My Practice and select People. Then, you can find the Custom Fields and User Groups menu in the upper right corner.
Learn more about creating custom fields and user groups.
Note: only users with specific roles can modify custom fields and user groups. Learn more about role permissions.