Online Patient Registration - FAQs

If your practice is considering or currently using Online Patient Registration, you may have some questions about how this Advanced Extra product works. You will find a list below of frequently asked questions along with their corresponding answers. Should you have any questions that aren't present on here, please leave a comment at the bottom of the article or contact our Support Team.

General
Question	Answer
What version of Genie do I need to be running to use Online Patient Registration?	Genie v9.3.5 or above. Please see our Updating Genie article to update your software.
Can I choose to send the registration forms manually to new patients?	Yes, in your Advanced Extras Settings, you can choose to send your registration links either Automatically or Manually. See Online Patient Registration for steps on how to send manually.
Can I email the registration form to a patient?	Yes, the registration link is saved in the Patient Memo field in their Demographics once you create and save the patient record. Simply go back into their Demographics (after approx. 1 minute to allow for the link to generate), copy the Registration Link from the bottom-right and paste into a new email.
What information does the form collect, and what comes back into Genie?	For a full list of the fields included on the registration forms, and what fields sync directly back into Genie, please see our Current Fields in Online Patient Registration Forms article.
Can I delete patients from the Advanced Extras dashboard?	Yes! As of 21 August 2020, you can now delete patient records from the Advanced Extras dashboard. Simply click the  button to the right of the patient in the Advanced Extras dashboard, then choose the "Delete from list" button.
Can I use this product for existing patients to update their details?	Currently, Online Patient Registration is only built to capture new information from newly created patients and we are unable to generate a registration link for existing patients at this stage.
Can I choose to not send a form to a new patient?	If you are entering in a new patient and do not wish to send them a form, you can simply enter in their mobile number into the Home Phone or Work Phone field. The patient will still appear within the Advanced Extras window, however you can now click the three dots on the right of the patient's name and Mark as completed.
If I don't enter in a patient's mobile number when first creating the record, can I still send them a form?	Yes, you are able to go back to the patient record on the same day you create the patient and enter in the mobile number. Once you have entered this, this should update the patient in the Advanced Extras window with these details.
Am I able to customise the form with different questions?	Currently specific fields cannot be customised in the forms. You can upload your logo and your custom Privacy, Financial and Telehealth consents in the Settings area of your Advanced Extras.
What do I put in the privacy/financial/telehealth consents?	You may already have suitable consents that your patients sign when they visit your practice which you can use in these sections. If you are unsure what consent details to enter in the form, you may need to consult with an appropriate third-party such as your medical indemnity insurer or legal counsel.
How many SMS reminders can I send my patient?	You are able to send the patient 3 SMS reminders from within the Advanced Extras window. This is calculated as the initial SMS, as well as 2 additional reminder messages. Once you have hit the SMS limit, the selection checkbox will be greyed out and you will be unable to send further SMS reminders to this patient from the Advanced Extras window.
Technical
Question	Answer
Does my HTTP Server need to be running to be able to access Online Patient Registration?	Yes. In version 9.3.5 and above, the HTTP Server will be started automatically when launching the Genie Server application. If you find your HTTP Server is not running, you can try restarting the Genie Server application to get this running again.
If we have multiple Genie Servers running on the same computer and/or network, can we use this product?	In general we recommend a dedicated Genie Server per Genie database. We understand that sometimes this is not the case, however, the communication to our servers uses the HTTP server, which will be the same for every instance of Genie unless otherwise modified. If you have multiple servers on the same IP/network then communicating to our servers will not be possible.
Am I able to access Online Patient Registration when running Genie Server as a Service?	Yes, however if you have just performed an update, you will need to launch the Genie Server as an application first, and confirm you are able to access the Practice Details window in Advanced Extras via Genie Client. Once you have confirmed you are able to access this when running as an application, you can close down the Genie Server application and start the Service.
I have updated my Genie so why am I receiving the Marketing landing page when clicking on Advanced Extras?	After updating to v9.3.5 or above and launching the Genie Server application, it may take Genie approximately 10 minutes to load the dependencies it requires to run Online Patient Registration successfully. If you are still receiving the landing page after this time, please contact Genie Support.