You are here: Configuration> Schedule and Portal> Patient Registration

Configuring Patient Registration Fields

patientNOW allows you to "hide" fields and tabs that you may not use in 3 areas: Patients | Registration/Billing, the Add Patient window, and on the patient portal (myPatientNOW). For additional information, check out What is myPatientNOW?

System Required Fields

The following fields are always required:

  • First Name
  • Last Name
  • Date of Birth
  • Email Address

Complete Patient Registration Fields Tab

Navigate to Administration | Data Tables, Patient Registration Fields Tab. This requires specific access rights, so if you don't see it, check with your Office Administrator.

Note: You may remove the following tabs entirely from the patient portal (myPatientNOW): Insurance, Family History, and Personal Medical History.

For each field on the left-hand side (e.g. Personal Identification - Gender), check the boxes to:

  • display the field in the Patients | Registration/Billing section
  • require the field to be completed before the user leaves the Patients | Registration/Billing section
  • display the field in the Select Patient | Add Patient window
  • require the field to be completed before the user leaves the Select Patient | Add Patient window
  • display the field on the patient portal, myPatientNOW
  • require the field to be completed before the patient leaves that section of the patient portal, myPatientNOW

Warning: Please carefully consider how requiring a field may affect your staff's processes and work flow. Also, be sure that any required field on the patient portal is something that ALL patients would know.