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 |
Expiry date |
✔ |
Expiry date |
|
|
|
|
|
|
|
|
DVA
If YES:
|
Card number |
✔ |
DVA No |
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 |
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 |
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 |
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 |
Last name |
✔ |
Patient Notes |
|
|
|
|
|
|
|
|
Financial Consent
|
First name |
✔ |
Patient Notes |
Last name |
✔ |
Patient Notes |