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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:

  1. Account Creation (Required)

    • User creates their login credentials
    • Email verification
    • Basic account setup

  2. 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)

  3. 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

  4. 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

  5. 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:

  1. Navigate to Instances > [Your Instance] > Branding
  2. Locate the "Patient-Facing Name" field
  3. Enter your desired patient-facing name
  4. 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