Patient Form Field Configuration

Your organisation can customise the patient form used when adding a new patient. You can choose a number of pre defined fields (such as Gender, Primary Clinic and Title) and enable or disable them as needed, make fields mandatory and set up which fields should appear with the Quick add. You can add your own custom fields to collect additional patient information.

In this article we'll cover how to:

• edit the basic patient form.
• make specific form fields mandatory.
• make specific form fields Quick add form fields.
• re-order the patient form fields.
• add a custom field.
• edit a custom field.
• delete a custom field.
• understand the patient form fields.

Only users with the correct permissions can manage patient form's. If you think you should have permission to perform such an action please contact the organisation owner.

Edit the patient form

• Navigate to Organisation settings. 
• Locate and click the Form/Input Settings section of the settings. 
• Click the Edit iconnext to Patient form. 

• Select which pre defined fields you want to enable or disable.  

Enabled fields (e.g. Address or Date of Birth) will be visible when adding a new patient. Disabled fields (e.g. Conditions or GP Details) will not appear. 

Make a field mandatory

All patient form fields can be enabled as mandatory, meaning a patient is required to complete the field, or disabled as optional.

• Locate the desired form field.
• Enable the Mandatory field settings as required.

Enable Quick add form fields

You can define which fields should appear when a patient is created during the appointment booking process.

• If no Quick add fields are selected, HearLink will display the mandatory patient fields by default.
• If Quick add fields are selected, only those fields will be shown when using the Quick add form, mandatory fields will only be shown in this case if they are also enabled as Quick add form fields..
• Fields can be configured as both mandatory and Quick add form fields.
• Locked fields are displayed regardless of configuration

• Locate the desired form field.
• Enable the Quick add form settings as required.

Re-order the patient form fields

All patient form fields can be sorted into any order the organisation requires

• Locate the desired form field.
• Click the drag icon and move the form field to the desired permission.
• Repeat with all required form fields.

Add a custom field

• Locate and click the Add custom field button. 

• Fill in the required details for the new field.
• Click Submit to save your changes

The custom field will now be available to enable or disable in the patient form.

Edit a custom field

• Locate the custom field you want to Edit.
• Click the Edit text.

• Update the label as required. 
• Click Submit to save your changes.

Delete a custom field

• Locate the Delete text on the Custom field you want to delete. 

• Click the Delete text.
• You'll be shown a warning message.

• Click Delete to confirm and delete the field.

Warning: Once a custom field has been deleted this action cannot be undone. Please proceed with caution!

Patient form fields explained

State

Active, Inactive or Deceased. Determines the patient's current status within the organisation. 

Referral/Lead Type

Describes how the patient came to your organisation (e.g. GP, marketing campaign).

Referral/Lead sub type

Further specifies the referral (e.g. which GP or campaign).

Title 

The patient's preferred title (e.g. Mr, Mrs, Dr).

Full name

Patient's first and last name.

Address

Postal address of the patient.

Primary phone number

Main contact number. This is required.

Secondary phone number

Optional additional number for contact.

Email address

Patient's email for communication.

Date of birth

Used for identification and patient record accuracy.

Gender

Optional gender information.

Primary clinic

The clinic location primarily associated with the patient.

Conditions

Any relevant hearing or medical conditions.

You can add as many conditions as required. Enable Conditions and click the Edit condition options to add conditions.

Marital status

Optional personal detail.

Next of kin / Emergency contact name

Who to contact in an emergency.

Next of kin / Emergency contact number

Contact number for the next of kin.

GP details

The patient's general practitioner information.

Medical number 

An internal or external medical ID (if applicable).

Contact preferences

How the patient prefers to be contacted (e.g. phone, email, post).

Contact permissions

Stores consent for different types of communication.

Custom field

Any additional field your organisation has added.