What's New in Online Patient Registration?

Search for patients in the dashboard

Released 10 June 2021

You can now search in the dashboard using a patient's name, mobile phone number and/or date of birth! Simply start typing into the search bar at the top of your dashboard and the search results will automatically appear.

If you are searching only by patient name and receive multiple results (e.g. for more common names like "John Smith"), you can type their mobile number and/or date of birth after the name to locate the correct patient (e.g. "John Smith 0400 000 000 01/01/2000").

Send bulk SMS messages and bulk delete patients from the dashboard

Released 10 June 2021

You can now perform bulk actions in the dashboard to send SMS messages, delete patients, or mark them as completed.

Selecting the box  to the left of the column headings will highlight all patient reports that are currently visible on screen. To select all patients within the Not sent, Not completed, or Completed view, simply click the "Select all xxx forms" button above the column headings.

Once you are happy with your selection, use the bulk action buttons on the right to either Mark as Complete, Delete, or Send SMS. These buttons will appear on your screen as soon as you have at least 1 patient selected in the dashboard, whether you are selecting them individually or using the method above to select them all.

When marking as complete, a confirmation box will appear asking you to reconfirm your action. When bulk deleting patients from the dashboard, a confirmation box will appear asking you to type in the word 'delete' to confirm your action.

Note: Deleting patients from the dashboard will not delete them within Genie.

Advanced Extras dashboard updated with new sidebar

Released 10 June 2021

You now have a new and easier way to navigate through the Advanced Extras dashboard.

When opening your dashboard, you will see a new sidebar on the left where you can access Online Patient Registration and your Advanced Extras settings using the icons shown. You can expand or collapse this sidebar at any time using the button in the bottom-left of your browser.

Customise your initial registration SMS

Released 17 February 2021

SMS messages for Online Patient Registration forms are now completely customisable! Navigate to the Advanced Extras Settings page and find the New Patient SMS Message Customisation section.

To customise your message, click the button and simply change the default message for your practice. If you remove any references within the message, you can easily add them back in using the drop-down and choosing an appropriate option (Practice name, Registration Link [mandatory], Patient name).

Once you're happy with your new custom SMS, click to update your settings.

If you accidentally make a mistake and would prefer to send the default SMS, quickly change back to this by using the  button.

Advanced Extras dashboard updated with new forms view

Released 18 January 2021

We have now changed the dashboard sections from tabs to checkboxes. By default, upon opening the Advanced Extras dashboard it will show all Forms Not sent and Not completed, however, you can check and uncheck these boxes depending on what view you wish to see.

Add customisable clinical questions to your registration forms

v9.3.7 or above

Released 26 October 2020

You can now add a customisable medical questionnaire to your Online Patient Registration forms to capture your patients' clinical history!

To turn these on, navigate to your Advanced Extras settings then scroll down to and enable the Medical Questionnaire setting.

Once you have enabled the Medical Questionnaire, you can start customising your medical questions, utilising the icons below.

	Enable or disable certain questions in your questionnaire. You aren't able to delete the default questions that we have added, but you can disable them if they are irrelevant to your practice.
	Click and drag to reorder your questions how you see fit.
	Add a new custom question. If the default questions don't cover exactly what you're after, you can add custom questions to gather the most accurate information regarding your patients' medical history.
	Edit any custom questions you have added.
	Delete any custom questions you have added.

Note: The Medical Questionnaire will only appear for new patients that were created after these settings have been saved.

Once the patient completes their form, the medical questionnaire will come into Genie as an Incoming Letter, which you can access via Open > Incoming Letters, or by clicking the button in the patient's clinical file.

You can then link the letter and easily view the medical information in the patient's clinical window.

Please note: There is a setting located in File > Practice Preferences > Carrier Identifiers tab, called 'Create a task when importing a letter'. If this box is ticked, the Administrative user of Genie will receive a task notifying them of the import.

Copy a patient's registration link directly from the dashboard

Released 21 October 2020

You can now copy the registration link to your clipboard directly from the Advanced Extras dashboard.

In your dashboard, simply click on the icon under the heading. If the link copies correctly, you will see the below message pop up on your screen.

Once the link has been copied, you can easily copy this into an email, a letter, or wherever you wish to place it.

Patients can now include attachments with their registration form

v9.3.6 or above

Released 3 September 2020

Your patients can now upload attachments when completing their registration form.

To activate this for your practice, navigate to your Advanced Extras settings  then check the Allow attachments checkbox as shown below.

Patients will then see an Additional Attachments section in their registration form, where they can choose specific files (e.g. referral, images, etc.) to upload. Currently Genie will accept attachments in PDF or JPEG format up to 50MB in size.

Once they click CHOOSE FILE then UPLOAD, the files that they attach will appear in Genie in Open > Incoming Letters. You can easily access these via their patient's clinical file and clicking on the  button.

Please note: There is a setting located in File > Practice Preferences > Carrier Identifiers tab, called 'Create a task when importing a letter'. If this box is ticked, the Administrative user of Genie will receive a task notifying them of the import.

Patients can now add a separate account holder

v9.3.7 or above

Released 2 September 2020

Your patients can now input a different account holder when filling out their registration form. This means that parents can now easily fill out forms for their children. In the Insurance and Billing section, they simply need to answer NO to the following question: 

They can then enter in their Account Holder (Parent/Guardian) details including their name, date of birth and Medicare card details.

Patients can now be deleted from the Advanced Extras dashboard

Released 21 August 2020

We have now added the ability to delete patients from the Advanced Extras dashboard.

Simply click the  button next to the patient you wish to remove, then choose the Delete from list option and hit the button.

Patients can now be marked as completed in the Advanced Extras dashboard

Released 21 May 2020

We have now added the ability to mark patients as completed from the Forms Not Sent and Forms Not Completed sections of the Advanced Extras dashboard.

This may be helpful if a patient has visited the clinic and filled out a paper form.

Simply click the  button next to the patient you wish to remove, then choose the Mark as completed option.