You can choose which patient data fields are required for your clinic. If you want to have all the data complete, you can set more fields to ‘required’, and the system will ensure that the data gets entered completely.
Or, if you want to reduce the amount of data, you can set fields as ‘optional’. Use this for data fields that are not relevant or important for your clinic.
To select which patient information fields are required, go to menu > clinic settings > client settings > required fields.
The following options are available.
When you set a specific data field as required, the area must be filled in by clinic staff members while creating a patient file.
Required for patient
When choosing required for patient, the field is optional for staff members, but when a patient receives a request to provide their details from home (online questionnaire to submit data), the patient must provide the data. Use this option for data you wish to register in the patient file, but in your opinion is not a requirement at the stage of booking an appointment.
The data field is optional to fill in for clinic staff members and patients.
The specific data field will be hidden and not be used by clinic staff members or patients.
Patient data fields in the online scheduler
The following patient data fields will always be required in the online scheduler:
Date of birth
Mobile phone number
It's possible to make the following data fields optional or even hide them in the online scheduler:
Be aware that when you choose to hide a specific data field, the field will not be visible and usable for clinic staff members as well.