All about New Patient Forms Follow

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


Once the patient completes their online booking, it prompts them to fill in the New Patient Form before their appointment.

The information they enter into their New Patient Form is then made accessible to your practice within Practice Admin.

See a full example of the New Patient Form here.

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 or MedicalDirector, the New Patient Form will be automatically saved as a PDF to the relevant patient record in your Practice Management Software. 

For customers using Best Practice, the PDF will appear under the 'Correspondence In' section of the patient file. For customers using MedicalDirector/PracSoft, the PDF will appear under File > Scan/Import Correspondence.

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

It is 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 Patient360 Premium (for GPs), Online Booking System (for non-GPs), 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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