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.

Sending the registration form
Can I customise the form with additional questions?	Yes! As of October 2020 you can now add a customisable Medical Questionnaire to your forms, meaning you can ask your patients questions relating to their medical history.
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 forms either Automatically or Manually. Please see our main Online Patient Registration article for steps on how to do this.
Can I email the registration form to a patient?	Yes, the registration link is saved in a patient's Memo field in their demographics window once you create and save the patient record. You can alternatively click the Form Link icon in the Advanced Extras to copy the link to your computer's clipboard. You can then paste the link into an email directly to your patient.
Can I send the registration form to existing patients?	Currently Online Patient Registration is only built to capture information from newly created patients, so 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 will need to have your forms set to send manually. Once you create the new patient, navigate to the Advanced Extras dashboard, locate the patient in Form Not Sent, then click the button on the right and choose to Delete from list.
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 created the patient and enter / edit the mobile number. Once you have updated this, this will update the patient in the Advanced Extras dashboard.
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.
Using the Advanced Extras dashboard
Can I delete patients from the Advanced Extras dashboard?	Yes! As of August 2020, you can now delete patient records from the Advanced Extras dashboard. Simply click the button on the right of a patient in Form Not Sent or Form Not Completed and choose Delete from list.
What do I put in the privacy / financial / telehealth consents?	You may already have suitable consents to use in these sections that your patients sign when they visit your practice. 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.
Genie versions and environments
What version of Genie do I need to be running to use Online Patient Registration?	Online Patient Registration can technically be used from as early as Genie v9.3.5, however, we have significantly improved the feature in our latest version of Genie, so we recommend always running the latest version for Online Patient Registration.
Does my HTTP Server need to be running to be able to access Online Patient Registration?	Yes. In v9.3.5 and above, the HTTP server will be started automatically when launching the Genie Server application. If you find your HTTP server is not running, try restarting the Genie Server application, otherwise you may need to check your database settings. If you are unsure how to do this, please contact support.
If there are multiple Genie Servers running on the same computer and/or network, can we use this product?	In general, we recommend a dedicated server machine 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 by your IT provider.
Am I able to access Online Patient Registration when running Genie Server as a Service?	Yes, however, if you have just updated your Genie to use this product, you will need to launch the Genie Server as an application first and confirm that you can access the Advanced Extras dashboard in Genie Client. Once this has been confirmed, you can close down the Server application and start the Service.