Feature Guide
Patient Onboarding
Streamlined patient registration with automated data collection and verification
Overview
The Patient Onboarding module provides a comprehensive solution for registering new patients and collecting essential information. The system automates data validation and integrates seamlessly with insurance verification workflows.
Patient Lookup Flow
- 1Email Search:
Enter patient email address in the search field to retrieve existing patient records
- 2Data Retrieval:
System fetches patient demographics, insurance information, and medical history
- 3Display Results:
Patient information is displayed including name, DOB, insurance ID, and contact details
Key Features
- Quick Search: Find patients instantly using email address lookup
- Data Validation: Automatic validation of patient information fields
- Insurance Integration: Direct link to insurance verification workflow
- History Tracking: Complete audit trail of patient interactions
Patient Information Fields
Full Name
Patient's legal name
Date of Birth
MM/DD/YYYY format
Insurance ID
Primary insurance member ID
Email Address
Primary contact email
Best Practices
- Always verify patient identity before accessing records
- Keep patient contact information up to date
- Link insurance verification immediately after onboarding
- Document any special requirements or notes in the patient record