Quick Patient Creation allows you to build new Patient Profiles on the fly with basic information while scheduling an appointment with a new patient This article will walk you through How to Customize the Quick Patient Creation Fields.
Step 1: Open System Settings
Go to Settings then select General under System & Company Settings
Step 2: Find Quick Patient Creation
Select Patients then scroll down to the Quick Patient Creation section
Step 3: Customize Your Settings
From here you can customize which fields appear in the quick creation menu and which are required simply by selecting Yes or No from the associated dropdown menu then Save
| Tip: We recommend keeping mandatory fields to a minimum and sending the Patient Welcome Packet to have new patients complete their profiles on their own. |
Conclusion
The Quick Patient Creation will now only display the fields you have selected to be displayed