Current fields in Online Patient Registration forms – Genie

If your practice is using Online Patient Registration within Genie, then you may be curious as to what information is actually gathered from the patient and synced back into your practice management software.

The below table highlights each field that a patient can fill out when completing their registration form, and where this goes in Genie once the form has been submitted.

Please note:

"Patient Notes" refers to the button located at the bottom of a patient's demographic window. This is where all information that does not sync to a specific field in Genie will be held.

Personal Details
Section	Field	Mandatory	Field in Genie
Contact Details	Title		Title
	First name		First Name
	Last name	✔	Surname
	Middle name		Middle Name
	Preferred name		Known as
	Maiden name		Maiden Name
	Date of birth	✔	DOB
	Gender		Gender
	Phone number and Type	✔	Mobile / Home Phone / Work Phone
	Email	✔	Email


Residential Address	Street 1	✔	Address 1
	Street 2		Address 2
	Suburb	✔	Suburb
	State	✔	State
	Postcode	✔	Postcode


If different Postal Address...	Street 1	✔	Account Holder: Address Line 1
	Street 2		Account Holder: Address Line 2
	Suburb	✔	Account Holder: Suburb
	State	✔	Account Holder: State
	Postcode	✔	Account Holder: Postcode


Emergency Contact	First name	✔	NoK / Emergency field
	Last name	✔	NoK / Emergency field
	Phone	✔	NoK / Emergency field
	Date of birth		NoK / Emergency field

Usual GP
Section	Field	Mandatory	Field in Genie
Usual GP If YES:	GP first name		Patient Notes
	GP last name		Patient Notes
	Practice name	✔	Patient Notes
	Suburb	✔	Patient Notes
	Phone		Patient Notes

Insurance & Billing
Section	Field	Mandatory	Field in Genie
Medicare If YES:	Medicare number	✔	Medicare No
	Reference number	✔	Ref
	Expiry date	✔	Medicare Expiry


Private Health If YES:	Health Fund	✔	Private Fund ***
	Level of cover		Patient Notes
	Membership number	✔	Membership No
	Reference number		Patient Notes
	*** The Health Fund name will sync to the Private Fund field in Genie v9.3.6 or above if the name is an exact match. If not an exact match it will be listed in the Patient Notes.


Concession If YES:	Card number		HCC / Pension No
Concession If YES:	Expiry date	✔	Expiry date


DVA If YES:	Card number	✔	DVA No
DVA If YES:	Card colour		DVA Card Colour


Third party / work cover claim If YES:	Insurer		Patient Notes
	Injury	✔	Patient Notes
	Claim number		Patient Notes
	Employer		Patient Notes
	Full name		Patient Notes
	Phone number		Patient Notes
	Email		Patient Notes


Account Holder Is the patient responsible for their bills (for medicare rebates)? If NO:	First name	✔	Account Holder record *
	Last name	✔	Account Holder record *
	Date of birth	✔	Account Holder record *
	Medicare number	✔	Account Holder record *
	Reference number	✔	Account Holder record *
	Expiry date	✔	Account Holder record *
	* In order for these fields to successfully sync to your patient's Account Holder record, you will need to be on Genie v9.3.7+ to have the most up-to-date cloud adapter installed. If you are not running v9.3.7 or above, these details will be available within the Forms Completed > View Form section of your Advanced Extras dashboard.

Medical Questionnaire
Section	Field	Mandatory	Field in Genie
Medical Questionnaire	You can now add a customisable medical questionnaire to your forms so you can capture your patients' clinical history.		Incoming Letters
Medical Questionnaire	You will need to be running v9.3.7 or above to access this feature. You can toggle this feature on in your Advanced Extras setting window.

Additional Information
Section	Field	Mandatory	Field in Genie
Telehealth If YES:	Skype Address	✔	Patient Notes
	Pharmacy Name	✔	Patient Notes
	Pharmacy Phone	✔	Patient Notes
	Pharmacy Fax (if known)		Patient Notes
	Street 1	✔	Patient Notes
	Street 2		Patient Notes
	Suburb	✔	Patient Notes
	State	✔	Patient Notes
	Postcode	✔	Patient Notes


Telehealth Consent If YES:	First name	✔	Patient Notes
Telehealth Consent If YES:	Last name	✔	Patient Notes


Additional Attachments	Patients can now include attachments (PDF or JPEG) when completing their registration form. They simply need to consent to the terms and conditions, click CHOOSE FILE, then click UPLOAD.		Incoming Letters
Additional Attachments	You will need to be running v9.3.6 or above to access this feature. You can toggle this feature on in your Advanced Extras setting window.


Privacy Consent	First name	✔	Patient Notes
Privacy Consent	Last name	✔	Patient Notes


Financial Consent	First name	✔	Patient Notes
Financial Consent	Last name	✔	Patient Notes

Personal Details

Section

Field

Mandatory

Field in Genie

Contact Details

Residential Address

If different Postal Address...

Emergency Contact

Usual GP

Section

Field

Mandatory

Field in Genie

Usual GP

If YES:

Insurance & Billing

Section

Field

Mandatory

Field in Genie

Medicare

If YES:

Private HealthIf YES:

ConcessionIf YES:

DVA

If YES:

Third party / work cover claim

If YES:

Account Holder

Is the patient responsible for their bills (for medicare rebates)?

If NO:

Medical Questionnaire

Section

Field

Mandatory

Field in Genie

Medical Questionnaire

Additional Information

Section

Field

Mandatory

Field in Genie

Telehealth

If YES:

Telehealth Consent

If YES:

Additional Attachments

Privacy Consent

Financial Consent

Private Health
If YES:

Concession
If YES: