All about New Patient Forms Follow

New Patient Forms is a feature that allows your patients to complete their New Patient Form online before their appointment with your practice. 


Once the patient completes their online booking, it prompts them to fill in a New Patient Form before their appointment. This can be completed on a desktop browser, mobile browser, or within the HealthEngine app, depending on the patient's preference. 


The information they enter into their New Patient Form is then made accessible to your practice within Practice Admin and - if you have Best Practice, MedicalDirector/Pracsoft, or Zedmed - within your Practice Management Software. 


See a full example of the New Patient Form here.

Note: This is the default form that comes pre-built in New Patient Forms, but custom fields may be added for your practice.


An email alert will be provided for each New Patient Form submission with a direct link to view and download the form in Practice Admin.  


If you are using Best Practice, MedicalDirector/Pracsoft, or Zedmed, the New Patient Form will be automatically saved as a PDF to the relevant patient record in your Practice Management Software. Additionally, if your account is configured to do so, most of the information from the form will be automatically updated in the patients' record in your software. For a full guide on this, please view our related Help Centre article here


This saves time for both your patients and your staff when the patient is attending their appointment, as the patients' details are already collected electronically.


It's also very helpful for when you're accepting telehealth consultations, as there is no need to email patients their New Patient Form which they then need to print out, fill in, scan, and email back to you. Instead, the whole process is taken care of digitally by HealthEngine.


Please note that this feature is only available as a free, optional add-on to Practice Efficiency Suite (for GPs), the Online Booking System (all other practice types), or Telehealth (any practice type) subscriptions. Therefore, if you would like this feature, please note that you will need to have one of these subscriptions to be eligible. 


If you are already eligible for the feature, you can visit Practice Admin > Bookings > New Patient Forms and activate the feature by following a few simple steps. Otherwise, please contact your Customer Success Manager who will discuss options with you.


To learn more about how the New Patient Forms feature works, click here to view our related article. 

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