Shorter Patient Enrollment Form

Enrolling patients requires filling out a lot of information. If you’re short on time or just want to get your patients signed up as soon as possible, you can give your patients an abbreviated signup form when joining your clinic.

This one-page enrollment form (not to be confused with the Employee Enrollment Form) lets you collect essential patient information and worry about the rest at a later stage.

This basic data will enable you to collect payments, assign patients to your clinic, and compile their contact information.

Enabling Short Enrollment

To enable the shorter patient enrollment form:

• Select Account from the top navigation, then Settings
• Scroll down to the Patient Enrollment Form section
• Next, click View and Update Settings
• Check the box next to Offer short enrollment option
• Once you’re happy with your selection, click Save Changes

Now that you’ve enabled shorter enrollment, new patients accessing the enrollment form will see a simplified version that asks for only the most basic information.

During that patient’s first visit, you can fill out the missing demographics data in the sidebar on the patient chart.