Articles on: Administration

Customizing your Clinic's Registration Module

Registration > Queues

Users can CRUD queue labels, CRD each of the queue access per user, enable or disable multiple counters for receptionist queues, reasons for visit, postponing, and canceling of queues.


Steps in Creating a New Queue

From the main clinic dashboard, click your profile picture on the upper right corner and open Settings. From there, find the Registration settings on the left sidebar and click Queues.

Click the “+” button.

Select queue type (e.g. doctor, nurse, therapist, etc.)

Set the name for the queue

Select who can access this queue

Add descriptions for each queue.

Click save to finalize the queue label.

Steps in Importing Queues

To import queues, click the import queues button

Download the Excel file template and fill out the necessary details

Upload the template file back into the system.

All queues will now be recognizable in queues settings.

To update any queue label, click the edit icon

Edit the queue details.

Click “Save” to finalize.

To delete a queue, just select the delete icon.

Click “Yes” to finalize the removal of the selected queue label.

Steps in Adding Multiple Counters

To enable or disable the multiple counters option for receptionist queue, go to a receptionist queue label (or upon creation of a new receptionist queue label).

Click on the checkbox.

More options for multiple counters will appear.

Add multiple counters as needed by entering a name for one counter

Click add to Save.

Steps in Adding Queue Tags
To add a queue tag, enter the name of the tag.

Click the “Add Tag” button.

Queue Tag is now added.

Enable/Disable Requirement of Reason for Postponing and Cancelling

Tick the corresponding box to enable

Untick the corresponding box to disable.

Registration > Patient Tags

Patient tags function as the grouping of patients according to the clinic’s discretion (e.g. senior citizen, VIP).


Steps in Adding a Patient Tag

Click the “+” button.

Page will be scrolled to the bottom

Input the Tag Label.

Click the “Add” button to finalize.

To delete a certain tag, click the “delete”.

Confirm action by selecting “Yes”.

Registration > Analytics

Here, users can enable and disable the analytics or reports that can be viewed in the clinic dashboard.


Steps to Enable/Disable Analytics

In order to enable or disable, simply click the toggle button which corresponds to the analytics
Click “Save” to finalize.

Registration > Patient Info Fields

Patient Fields refer to the patient information that the clinic records to properly assess and tend to their patients’ medical needs. Users can enable or disable specific fields for their utmost convenience.


Steps to Enable/Disable Patient Fields

To enable or disable certain fields, click on the toggle button for each of the desired fields.
To finalize, click save.

Registration > Patient Kiosk

The Patient Kiosk setting is where users can customize the fields that their new and follow-up patients are required to complete before proceeding to the frontdesk. This settings also include the enabling or disabling of kiosk banner, kiosk number printing, and CRUD of privacy notice for patients.


Steps in Managing Patient Kiosk

To enable or disable certain kiosk field, click the toggle button corresponding to the information.

Steps in Adding a Marquee Banner

Toggle the enable or disable button
Enter desired message or announcements.
Click save to finalize the message.

Steps in Enabling/Disabling Kiosk Printing Settings

To enable printing, check the box with the label “print registration kiosk number”.
System will automatically print the queue number of the patient.

Steps in Adding a privacy notice

To add a privacy notice for patients to read upon interacting with the kiosk, click the “+” button
Input the language of the privacy notice
Input the desired title
Input message of the privacy notice
Click the accept button.

Users will see a live preview of their privacy notice.
Click save to finalize.

Updated on: 08/27/2021

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