Articles in this section

Current fields in Online Patient Registration forms

  • Last updated

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 demo_notes.png 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
new_button.png

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
       
       
new_button.png

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

 

Related Articles

Online Patient Registration

 

If you think somebody else would appreciate reading this article feel free to email them a link.

 
Was this article helpful?


Let us know what else you'd like to see in this article. to leave a comment below.


Comments

1 comment

Sort by Date Votes
  • Avatar
    Kathy Lee

    Due to the new PBS requirements, having the middle name as mandatory would be very helpful.  I would like to see a free text consent option.  I don't see children if there is WW3 between the parents and have a section on my form where they acknowledge the very high fees I charge for any legal report as a deterrent.   Also I would like a tick the box filed if they are NDIS registered or in the process of applying.  It changes my approach.  Thank you

    0
    Comment actions Permalink