Use this section to customize the appearance and default behavior of the system when adding new patients, and manage automatic emails connected with online registration.

New Patient

Use the settings in this section to customize the options in the Add New Patient window (Admin > Add New Patient). 


Optional settings include:

  • Showing full home address, versus just the Zip/Postal Code.
  • Patient portal access is enabled by default.
  • Send invitation email to portal is checked by default, so that when the patient is added, they are sent an email to set up their Patient Portal login.
  • Having "Prospective" Patient auto-checked, so that newly-added patients' status is Prospective by default.
  • Having "Open chart after save?" checked or unchecked by default. If that is checked, then adding the patient automatically opens their patient chart, so that additional information may be added.

Patient Information

Use the settings here to customize the options in the Patient Information block and pop out window in the patient's chart.


Optional settings include:

  • Using zip code versus postal code, and/or state versus province, for the patient address fields.
  • Customizing the label for the additional identification field, which is labeled for Social Security Number by default.
  • Opting to show the patient's insurance plan name in the patient information mini-block on the patient's chart, so that information is visible at a glance.
  • Adjusting the label for the birth sex/ gender assigned at birth field in the Patient Information window.
  • Opting to show/ hide gender assigned at birth in the Patient Information mini block when the patient has a free text gender specified. If this is toggled off, then only their free text gender will show in the mini block. If on, then both the free text gender and the gender assigned at birth will show.

Online Registration

If you have enabled online registration for patients, use the settings in this section to disable or modify the registration form and process. 


Optional settings include:

  • Turning off the ability for new patients to register online. In which case patients would be added manually to the EHR by clinic staff, or potentially via the API or an integration, if applicable.
  • Customizing the text/ instructions at the top of the registration page.
  • Changing the required phone type.
  • Collecting an additional piece of identifying information (like an SSN, though you can define a different ID type in the Patient Information settings) on the registration form.
  • Customizing the sex/ gender options on the registration form.
  • Collecting insurance information in the registration form, or not, and customizing the insurance information instructions.
  • Adding a "How did you hear about us" question that populates into the Need to Know notes on the patient's chart.
  • Setting whether a signature is required on the registration form.
  • Setting the status of patients who self-register online to be prospective, instead of active. This can be useful, for example, where you follow up with newly registered patients to complete their signup, get them scheduled, or enroll them in a specific program.
  • Adding required acknowledgements that the patient must check the box to indicate that they understand before they can submit the registration form.

You can also turn on/ off a notification via email to the clinic when a new patient registers online, and customize the notification to email address. 


Customize the text/ instructions at the top of the registration form, as desired.