Managing Online Patient/Client Registrations

When a patient/client books an appointment through your Online Booking page for the first time, they will be added to the Clinic Admin's dashboard under the Online Patient Registrations pane.  From here you have a few options:

Accept Patient
This will accept the patient/client into your clinic, you can optionally send them an intake form at this time as well. 

Merge Patient
The patient/client may have booked for the first time, creating them a new Patient/Client Profile. However, they may already exist in your Patient/Client list.  If this is the case, you can simply Merge this new Online Patient/Client Registration with the existing Patient/Client Profile.  The appointment will be moved to the existing Patient/Client Profile and the duplicate Patient/Client Profile which they just created will be removed. 

Deny Patient/Client
You have the option to deny the patient/client, which will remove them from your clinic, including their appointment.  Optionally you can send them a custom email message at this time.


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9 Comments

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    David Villers

    can't find merge option

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    Ryan

    David,

     

    This has been transferred to a ticket for ease of explanation.

     

    Thanks

     

     

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    Whitney Bysterveldt

    How do I merge clients after the fact? I don't notice right away that the client already has a file set up so is it possible to merge them later?

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    Ryan

    Currently, you can only merge at the time of accepting the patient.  We are aware of this need and have it planned for future development.

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    Shaelyn Constant

    Just checking whether the system was updated for merging clients after accepting an online registration.

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    Ryan

    Shaelyn,

    You can only merge clients when they create a new account and book online.  They will show up in your Online Patient Registration on your dashboard.

     

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    Wanda Heath

    Is there a way to automatically put a limit on the number of clients that can be scheduled in a day?

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    Ryan

    Currently we do not have that feature.  It has been approved for development.  I do not have a timeframe when the feature will be released.

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    Wanda Heath

    Apparently I accepted a client without selecting the merge option. Has the system been updated so I can merge after the fact? 

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