Support Center

Adding Standard Fields to Online Registration

Last Updated: Oct 20, 2016 03:01PM EDT
Technical Level:  Easy

NOTE:  The following contains settings for online, kiosk, and staff-added registrations.  It is provided here so as to group it with other online registration configuration guides.  This same document will also be included in the check-in registration configurations for ease of use there.

The following are settings that need to be configured regarding online scheduling.  While each of the settings have a corresponding setting in Team Admin, it is far easier to configure the setting in the new settings page.

https://www.clockwisemd.com/hospitals/xxx/settings

where 'xxx' is the unique ID number for the clinic.

Advanced Settings > Patient-Facing Settings - Online > Online Sign-In Page - Available > Standard Patient Fields

•  Collect Email from online patients    
•  Require Email from online patients    
•  Require online cellphone number  (required if using SMS text notification)
•  Collect new/existing patient status  (required if clinic is using athena integration)
•  Collect address from online patients    
•  Collect SSN from online patients  (rarely used due to PHI/PII concerns)
•  Collect Gender from online patients


These fields may also be configured on the traditional settings page.

https://www.clockwisemd.com/hospitals/xxx/clockwise/settings

where 'xxx' is the unique ID number for the clinic.


Optional Data Elements > Standard Patient Fields

Email

•  Collect Email from online patients
•  Require Email from online patients  (required if patient is to receive verification or confirmation e-mail)
•  Collect Email from walkin patients
•  Require Email from walkin patients
•  Collect Email from staff-entered patients
•  Require Email from staff-entered patients

Cellphone

•  Ask walkins for cellphone number
•  Require walkin cellphone number
•  Require online cellphone number  (required if using SMS text notification)

New Patient

•  Collect new/existing patient status  (required if clinic is using athena integration)
•  Show new/existing patient status on patient queue

Address  (address is rarely used, but zip code may be desired by marketing to target ad campaigns)

•  Collect address from online patients
•  Collect address from walkin patients
•  Collect and require zipcode for staff
•  Collect and require zipcode for walkin
•  Collect and require zipcode for online

Social Security Number (SSN)  (rarely used due to PHI/PII concerns)

•  Collect SSN from online patients
•  Collect SSN from walkin patients

Gender

•  Collect Gender from online patients
•  Collect Gender from walkin patients

Registration Form

•  Show new/existing status on Registration Form


Should you have any comments or questions, be sure and use the links in the right side bar to contact ClockwiseMD Support.

Contact Us

3650a795d50d24c468773f0568be03f0@clockwisemd.desk-mail.com
http://assets3.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete