Patient Registration
The patient registration system provides a flexible, multi-step process that can be customized per instance. This allows organizations to collect the specific information they need while maintaining a consistent user experience.
Registration Steps
The registration process consists of several configurable steps:
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Account Creation (Required)
- User creates their login credentials
- Email verification
- Basic account setup
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Demographics (Required)
- Collection of essential patient information
- Name, date of birth, contact details
- Address and location information
- SSN collection for US residents (optional per instance)
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Custom Forms (Optional)
- Instance-specific forms can be added
- Forms appear as individual steps in the registration flow
- Forms can be configured to pre-populate with existing patient data
- Multiple forms can be added in a specified order
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Document Upload (Optional)
- Allows patients to upload required documentation
- Configurable instructions for document requirements
- Support for multiple document types
- Optional e-signature capability for documents
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Payment (Optional)
- Can be enabled/disabled per instance
- Configurable payment requirements
- Support for required and optional products
- Custom payment instructions
Instance Customization
Instances can be customized in several ways to modify the registration experience:
Branding
- Custom logo and icon
- Background image
- Instance name and headline
- Patient-facing instance name (separate from internal name)
- Subtitle and call-to-action text
- Contact information display
Patient-Facing Instance Name
The patient-facing instance name allows you to display a custom name to patients during registration and throughout their experience, separate from your internal instance name. This feature provides:
- Enhanced Branding: Display your preferred name to patients
- White-labeling Support: Use different names for internal vs. patient-facing interfaces
- Consistent Experience: The patient-facing name appears across all patient interfaces
- Automatic Fallback: If no patient-facing name is set, the system uses the internal name
Configuration:
- Navigate to Instances > [Your Instance] > Branding
- Locate the "Patient-Facing Name" field
- Enter your desired patient-facing name
- Save the configuration
The patient-facing name will be displayed in:
- Registration form headers and titles
- Patient portal navigation
- Login page branding
- Document titles and footers
- Email communications
Forms Configuration
- Add/remove custom forms
- Set form order in registration flow
- Configure form pre-population
- Set form completion requirements
Document Requirements
- Configure required documents
- Set document upload instructions
- Enable e-signature requirements
- Customize document descriptions
Payment Settings
- Enable/disable payment requirement
- Configure default payment status
- Set default and optional products
- Custom payment instructions
- Appointment status control for unpaid registrations
Additional Settings
- Custom Terms of Service
- Custom Privacy Policy
- SSN requirement toggle for US residents
- Custom completion instructions
- Instance-specific contact information
- Custom domain configuration
- Email sender configuration