Each clinic has unique patient data collection requirements. To streamline your patient intake process, you can customize the fields that appear when creating a new patient record.
How to Customize the Patient Creation Form:
Navigate to "Patients" > "Data Management." This section allows you to control the structure of patient data.
Click "Create Form" from the "More Actions" dropdown menu. A modal window will appear, displaying all the fields that can be included on the patient creation form.
Select the Fields: Check the boxes next to the fields you want to include on the form. Staff will be prompted to fill these out when adding a new patient.
Arrange the Fields (Optional): You can drag and drop the fields to arrange them in your preferred order. This allows you to prioritize the most important information for your clinic.
Save the form: Click "Update" to apply the changes. The next time you create a patient, only the selected fields will appear.
Note: You can always view all fields in the patient creation form by clicking the three dots and selecting "Show all fields."
Key Points:
Mandatory Fields: Ensure that the create form includes any mandatory fields. These fields are essential for creating a complete patient record.
Adding More Fields: If your clinic's data requirements change, you can add additional fields later.
Clinic-Wide Changes: Remember that changes to the create form apply to all users in the clinic. Double-check your selections to ensure they meet everyone's needs.