How to Customise Your New Patient Form Follow

HealthEngine's New Patient Forms solution comes with an in-built default form that contains all of the standard information a practice may wish to collect from a patient when attending their practice for the first time. 

 

However, there may be situations where you would like to add your own custom fields in addition to the default fields. Alternatively, you may wish to add custom consent statements or modify the default ones.

 

These changes are now possible in Practice Admin. To find out more, read on below. If there is a specific topic you wish to read about, click on the topic in the list below to jump to that section. 

 

 

About the customisation options

Please note that the default fields are not able to be customised as this is the minimum information recommended by the Royal Australian College of General Practitioners (RACGP) to include in a new patient form. 

 

Additionally, although you are able to add as many custom fields as you wish, it is recommended to limit the number of custom fields you add as patients may become overwhelmed with the amount of information they need to fill in and simply not complete the form. 

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Where to find the customisation options

To access the customisation options, simply navigate to Practice Admin > Bookings > New Patient Forms > Form customisation. From here, you will be able to add custom fields to the end of the default form, customise the default consent statements, and add custom consent statements.

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How to add a custom field

To add a custom field, scroll down to the 'Custom fields' section, choose which type of field you would like to add (e.g. short answer, long answer, multiple choice, etc.) using the drop down to the right. Then type out the question or field label on the left.

NPF-Customisation-Custom-Field-Options.png

Next, depending on the type of field you selected, add in the options for patients to respond with (e.g. the multiple choice options).

NPF-Customisation-Custom-Field-Options-MultiChoice-Options.png

Otherwise, you can skip to choosing whether to make the field required or not (i.e. whether or not you require the patient to complete it) using the toggle on the right. Note that the toggle defaults to off, so the field is optional by default. Switch the toggle on to make the field required. 

NPF-Customisation-Custom-Fields-Required.png

 

To add another custom field, click the '+ Add question' button on the left. Then repeat the same process described in the paragraph above. 

NPF-Customisation-Custom-Fields-AddQ.png

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How to add a custom consent statement

To add a custom consent statement, scroll down to the 'Consents' section and click the '+ Add a new consent' button at the end of the 'Consents' section.

NPF-Customisation-Custom-Consents-AddConsent.png

Next, click into the 'Type your consent here...' box and type your consent statement in the box. Then, if patients must agree to that consent statement to submit their form, switch on the 'Required' toggle on the right. Otherwise, you can leave the 'Required' toggle set to off. 

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How to hide a consent statement

To hide a consent statement from the New Patient Form, simply uncheck the checkbox to the left of that consent statement. Please note that the final default consent statement "By ticking this box, I certify that I have completed this form completely and accurately to the best of my knowledge" cannot be removed as this is the legal equivalent of the patient signing the form and is therefore required. 

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If you have any questions about New Patient Forms customisation that are not answered by this article, please reach out to our friendly Support team using the 'Help' button in the bottom right corner of Practice Admin or by emailing support@healthengine.com.au

 

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